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 […]
Market Snapshot
Japanese stocks rally on election result
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 […]
Spectrum: A quiet revolution
In the changing world of finance, where instinct, emotion, and experience have often held sway, quantitative investing has emerged as both a disruptor and a guidepost since its conception in the mid to late twentieth century. It’s a field of investing where data doesn’t just support decision-making – it drives it. As we stand at […]
Slow and steady
Another September rate cut and another reason to consider liquidity products. Common sense would say that when the Federal Reserve (Fed) lowers its benchmark fed funds target range, as it did by a quarter percentage point two weeks ago, that interest rates and yields across the board would fall in concert. But finance doesn’t always […]
Lots of game left as we enter the fourth quarter
Investors anticipating a continuing rate cut cycle sometimes act like fans filling the stadium all dressed in white for the big home game. Confidence is high and may not reflect the underlying odds. After an up and down first three quarters of the year, as more of President Donald Trump’s policies begin to take effect, […]
Where can bond investors find value in a rate-cutting cycle?
Chartology
Behind the red-hot rebound in emerging markets
Chartology
