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Market Insights

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While sustainability is the destination, transition is the way to get there.

As ESG factors become increasingly important to investment decisions, the focus has moved away from the binary distinction between brown and green bonds, to concentrating on incentivizing the transition from brown to green at the company level.
Market insights amidst the global spread of Covid-19 - updated on February 28, 2020

The substantial rally in credit and equity markets came to quite an abrupt halt this week. What does this mean for credit markets and our funds?
January 2020 Commentary

While the new year started strong thanks to improving macroeconomic data, exogenous shocks such as Iranian-U.S. aggressions and the novel Coronavirus reintroduced volatility into the market.
Q4 2019 Commentary

Given our flexible and highly active approach to investing, we are excited about the opportunities for the coming year – and we welcome the opportunity to differentiate ourselves from more traditional managers.
For Q3 2019 most of the volatility was driven by macroeconomic headlines.

This whitepaper investigates how macro headlines dominated the quarter with continued focus on China/US relations. We will continue to see monetary easing but don’t think negative rates are coming to North America.
The discussion in North America and the U.K. is different to what has driven negative rates in the Eurozone.

Louise Pitt Brindle, Head of Research at RPIA, provides commentary on possible negative rate events in the foreseeable future in North America.