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private assets

The surging opportunity in asset backed private credit

March 6, 2026

A growing, underpenetrated segment of the private credit market offers attractive returns through short duration, collateral secured loans.

private assets

The surging opportunity in asset backed private credit

cross asset

Oil prices and the Middle East conflict: the economic shock investors should watch

March 4, 2026

Simply put analyses how oil price shocks from the Middle East conflict may affect the global economy and what investors should watch.

cross asset

Oil prices and the Middle East conflict: the economic shock investors should watch

cross asset

In today’s Goldilocks economy, carry is a key driver in equities and fixed income

February 27, 2026

Strong growth and subdued inflation support equity and bond markets – even as AI redistributes opportunities – with carry a key driver of potential returns.