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Investment Management
ABS: A portfolio diversifier for volatile times
With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset Management’s Doug Charleston explains why asset-backed securities could be a valuable diversifier for...
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Investment Management
Energy self-sufficiency in the age of shocks
The Iran war has again raised the issue of not relying on resources from war zones, but electrification is not keeping up with geopolitical events.
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Investment Management
Securitised credit: A new route to portfolio resilience?
In a market environment with tighter spreads and geopolitical volatility rising, strategies that are diversified and offer attractive income are resonating with investors.
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Investment Management
Europe’s new quality growth opportunities
As Europe shifts from an economy of ideas to one of tangible assets, opportunities are emerging across industrials and infrastructure.
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Investment Management
Fixed income flexibility favours investors
Amid a tricky investing environment, why should investors look to fixed income?
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Investment Management
Top of Mind: Next-generation diversifiers for a changing market landscape
Which asset classes may help protect portfolios against equity downside and other risks?
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Investment Management
Making sense of a cross-asset disconnect
Oil sends a warning, risk assets shrug, and rates markets price in a more cautious distribution of outcomes.
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Investment Management
Contemporary alchemy
What metals are showing their mettle?
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Investment Management
Reassessing Europe: The case for a multi-asset total return approach
Following a prolonged period of being under the radar, Europe is increasingly coming back into global investors’ focus.
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Investment Management
Asia: Finding durable opportunities through a consistent investment discipline
Against a backdrop of persistent geopolitical tensions, elevated energy prices and shifting market leadership, Asia continues to offer a rich opportunity set, supported by technology leadership, innovation...
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Investment Management
Competing forces – AI versus Iran
If at the start of hostilities between Iran and the US, someone predicted that two months later we would be in the biggest energy crisis for a generation and that major stock markets would be at all-time...
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Investment Management
House View Q2 2026
Discover the key themes expected to shape global markets in the coming months.
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