Through the lens

  • Virtual reality – virtually a reality

    15 May 2017

    Virtual reality has been capturing the imagination of technology enthusiasts for a long time, but its commercial success has so far been limited.

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  • Election Insight - France

    11 April 2017

    In April and May, voters in France will elect the country’s next president, with a mandate to serve for five years.

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  • Credit: is the glass half empty or half full

    06 April 2017

    How full is your credit glass? Is a change in the interest rate cycle and an uncertain political backdrop an ominous combination...

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  • Trump and European Banks

    15 March 2017

    Few expected Donald Trump to win the US presidential election. Even fewer predicted the aftermath, a strong rally in global stock markets. When the unexpected happened, the extent to which investors were wrong‐footed could be observed in the sharp rotation between sectors, away from defensive stocks and into cyclicals. 

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  • Election Insight - Netherlands

    13 March 2017

    The Netherlands is holding parliamentary elections to its House of Representatives on 15 March 2017. The vote is seen as a key test of popular sentiment towards the EU in what is a busy year of elections for Europe; France and Germany are also due to go to the polls.

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  • Credit - stick to the fundamentals

    01 December 2016

    In a world in which some 50% of investment grade-rated bonds are trading with a yield of less than 1%, generating a compelling return from credit is a challenge. Even with the recent increase that has followed the US presidential election, yields and credit market returns remain low, posing challenges for client-specific outcomes around growth and income.

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  • European Retail – the age of digital disruption

    23 November 2016

    In a world of increasing digital disruption, we are seeing many companies adopt new technology and techniques to run their business and meet evolving customer demands. Companies will have to adapt to survive but this remains part of the life blood of a growing dynamic economy and presents multiple opportunities for bottom-up investors.

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  • Emerging Market Local Currency Debt - putting country first

    28 September 2016

    Emerging market (EM) countries tend to display greater economic and political diversity than their more homogenous developed market counterparts.

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  • The rise or demise of the machines?

    18 August 2016

    Given concerns over growth, the European equity market looks fairly fully valued compared to longterm historical levels and we have seen de-ratings at both a market and company level. This has not been helped by challenging market liquidity levels.

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  • Wall Street versus Main Street

    13 June 2016

    With mixed data signals coming out of the US and investors concerned by recent volatility, it becomes increasingly important to look beyond macroeconomic headlines and find grass roots opportunities. One question we have been asking is could 2016 be the year of the reverse wealth effect for US consumers?

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