Focus
Focus is a thematic publication that analyses an investment opportunity.
Focus
Ten credit markets warnings that signal long-term alpha potential
- 21 July 2020

The longest equity bull market since the Second World War led to high valuations and increased leverage. Now as the cycle turns, valuation multiple [...]

SEE MORE
Focus
Investment views - Get used to a post COVID-19 world
- 10 June 2020

In January 2020, we published an article where we said: “In a late-cycle environment, fuelled by record amounts of leverage and debt issuances, we [...]

SEE MORE