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Tag: Equities

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Common Sense Has Finally Prevailed for Investment Companies Cost Disclosure

In extremely welcome news this morning, the government and FCA...

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JP’s Journal: Europe’s Dilemma

Having returned from a short cycling holiday in Dorset I...

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The Critical Role of Covenants in Private Credit

Covenants in private credit often act as crucial safeguards, functioning...

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Moat Strategies Gain on Strong Stock Selection

In August, U.S. equity markets moved higher, driven by expectations...

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Insights from Our European High Yield Team

We discuss high yield market drivers and share insights for...

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Equity Outlook: Breaking Concentration with a Panacea of Opportunities

Equities have displayed remarkable strength in H1 2024. Performance has...

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Azhar’s Crunching Credit – August: Three Rising Stars

Issuance slowed, due to it being August, with $21bn in...

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Inflation and the SNB’s September Meeting

With Swiss inflation estimated to be -0.2% when measured over...

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Too Much is Never Good

I’m not sure how many of us saw the recent...

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Market Monitor – 6 September 2025

There was a partial repeat of the early-August sell-off, which...

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