Global SMID Equity Engagement*, Q2 2026 case study
Viscofan
Five Questions: Global Short Duration Credit
1. What’s the Strategy’s focus? The Global Short Duration Bond Strategy invests in a diversified portfolio of debt securities, offering broad exposure across geographies, sectors, and asset classes. It has a global mandate, including allocation to emerging markets, with a primary focus on corporate bonds. It also maintains a meaningful allocation to asset-backed securities (ABS), […]
Market Snapshot
Asian indices lead lower as tech fears hit markets
The old EM playbook is out of date
Many investors still view emerging markets (EMs) as highly cyclical economies that depend heavily on global trade, commodities, and demand from developed-market consumers. These markets are often perceived as especially vulnerable to political and geopolitical instability, a strong US dollar, and capital outflows during periods of market stress. The past few years have challenged many […]
Tech IPOs play leapfrog
The IPO market is ultimately the byproduct of real-time creative destruction driven by technological innovation. In IPOs, we see the advent to the public marketplace of ideas that have been developing — often for decades — before becoming commercially viable. This year presents us with a notable example of the phenomenon with over 70 IPOs […]
Market Snapshot
Fed’s new chair faces early test
Build to Rent after the UK Renters’ Rights Act
Fast reading The impact of the UK Renters’ Rights Act is already visible. Rent growth is more constrained in timing and form, more exposed to challenge, and more procedural in how it is delivered. None of this weakens underlying rental demand. The Act does not undermine the demand case for Build to Rent, nor does […]
Sustainable Global Equity, engagement commentary Q2 2026
Lonza Group
For IPOs, a three-legged stool worth touting
What defines today’s IPO market, and what can investors expect for the remainder of 2026? 2026 is set up to be a record-breaking year for three reasons. One, resilience. Two, timing. And three, the pipeline. The pipeline is enormous this year. But in order to get to 2026, we have to see how we got […]
Can Asia’s AI frontrunners stay the course?
Fast reading Companies in the AI space have performed well – but this has driven market concentration. China remains relatively undervalued, creating a more balanced risk‑reward profile. In India, valuations remain elevated. With expectations still high and external risks becoming more visible, the balance of outcomes appears less favourable than elsewhere in the region. South […]
