In this edition we consider:

• The increasing sustainability of the improvement in global growth
• The challenge of non-performing loans in the Eurozone banking system
• Monetary policy in the Eurozone and the impact on government bond markets
• Where now for the euro given its strong rally in 2017

In this edition we consider:

• Low volatility – harbinger of doom or business as usual?
• Stock picking opportunities across the troubled UK retail sector
• Political developments in Latin America and the implications for sovereign debt
• How absolute return strategies can exploit mispriced protection risk
• The importance of acting as an engaged steward of our clients’ capital
• The diversification benefits of private equity

In this edition we consider:

• Our current House View against the backdrop of a broadening economic recovery
• The new tools we have developed to better understand the UK economy in real time
• Some of the compelling opportunities we are finding in the global small-cap universe
• The importance of security selection in credit markets
• How digitisation is transforming the real estate industry