Roger Hirst and Sulabh Jhajharia explore India’s investment case after a 30-year relative de-rating, with…
In this quarter’s Portfolio Deep Dive, Paul and Roger discuss Q3 and YTD performance, our…
How strong nominal growth, rising bond yields and slowing economic indicators are shaping the investment…
Middle East risk has limited oil impact as volatility remains subdued
Defence spending already priced in European defence outperformance surges sharply since 2022
Global defence spending surge led by US and rising NATO commitments
Market resilience and V‑shaped rebounds, with US Treasuries likely steering asset class paths in H2…
Rising yields signal risk as policy intervention may cap bond sell-off
Rising yields show fiscal worries, but low MOVE signals orderly markets and limited systemic risk
2026 Reforms to BPR and APR
Roger Hirst and Florian Steiger explain how catastrophe bonds add yield and diversification to portfolios
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