As we close out the first quarter of 2026, markets remain shaped by persistent dispersion across growth, inflation, and credit conditions, alongside fast‑moving geopolitics, which highlights the importance of investors looking beyond the mainstream. In this edition, our experts explore where strategic allocations can add value: from assessing private equity performance metrics, to the diversification potential of sponsor‑less lending in the lower mid‑market, rethinking real estate credit underwriting, and the role of trade finance as a resilient alternative within fixed income portfolios. I hope you find these perspectives useful as we look ahead to Q2.
Corporate news
Catherine Gill joins our Global Consultant Relations team in London.
With 20 years’ industry experience and a strong track record in consultant partnerships across equities, fixed income, multi‑asset and sustainable investing, Catherine brings valuable expertise to support our continued growth.
