MDT: Your questions answered
1. Why would an investor include MDT US Equity in a portfolio today? MDT US Equity is designed to perform across a wide range of market environments without relying on macroeconomic forecasts or style biases. The strategy intentionally avoids directional bets, aiming instead for consistent excess returns through diversified stock selection. This makes it a […]
Market Snapshot
Milei’s midterm vote fires-up free-market overhaul
AI revolution needs shift in engagement focus
Global SMID Equity Engagement
The pain is not in Spain
It was not so long ago that many sceptics viewed Spain, like much of southern Europe, as a stagnant economy with muted prospects. This year, however, Spain’s IBEX 35 stock market index is up 53%. What’s changed? From 2008 until 2014, Spain was hit hard by the Global Financial Crisis and turmoil in the country’s […]
Weak UK economic outlook bolsters money market flows
The UK macroeconomic backdrop remains fraught and uncertain. The government is grappling with a ‘black hole’ in its finances and further tax rises are expected in the Autumn Budget scheduled for 26 November1. Rising levels of government debt continue to put pressure on borrowing costs – which are at their highest levels since the 1990s […]
The income conundrum (and a potential solution)
The Federal Reserve (Fed) has resumed its rate-cutting posture after a lengthy pause. While we expect the easing cycle’s impact on the economy to be beneficial, lowering rates comes at a cost: many savers who depend on income-oriented financial instruments will have challenges meeting their living expenses. The timing is particularly vexing when you consider […]
There’s power in data
Video transcript MDT’s investment approach is quite different to many other active managers you may come across in the market. There are collectively a few things that I think really differentiates MDT from our peers. First off is our experience. We’ve been managing our investment process now for over 30 years. We’ve been able to […]
Defining and refining the lower mid-market opportunity
Private Equity Insights
A good quarter for rates and spreads as the bond market inches along
The third quarter produced constructive bond market performance with the Bloomberg US Aggregate Bond Index registering a 2.03% total return. The environment was positive for each of the major sub-sectors: US Treasurys, corporates (both investment grade (IG) and high yield (HY) and mortgage-backed securities. In fact, it’s hard to find a sector of the bond market […]
SDG Engagement High Yield Credit, H1 2025
Fast reading The investment and engagement team provide a full overview of how their interactions with portfolio companies have created positive outcomes. We break down the engagement statistics for the first six months of 2025, and our investment commentary explores how risk assets performed over the same period. Our engagement review delivers in-depth detail on […]
