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Reassessing Europe: The case for a multi-asset total return approach
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...
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Professional Investors
Scale, simplicity and meaningful returns in 2026
When markets become uncertain, the research depth and operational resilience behind an MPS partner can...
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Professional Investors
Pension death benefits and IHT: How prepared are you for the 2027 changes?
Pension death benefits and IHT: How prepared are you for the 2027 changes?
A structural rewrite of inheritance tax rules will treat unused pensions funds and death benefits as...
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Professional Investors
Beyond the large-caps: Identifying tomorrow's leaders
Beyond the large-caps: Identifying tomorrow's leaders
Small and mid-cap equities remain one of the least efficiently priced areas of global equity markets....
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Professional Investors
Asia: Finding durable opportunities through a consistent investment discipline
Asia: Finding durable opportunities through a consistent investment discipline
Against a backdrop of persistent geopolitical tensions, elevated energy prices and shifting market leadership,...
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Professional Investors
Differing signals in BDCs, and orderly defaults in high yield
Differing signals in BDCs, and orderly defaults in high yield
How equity and credit investors are reassessing BDC valuations differently – and why high yield defaults...
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Professional Investors
Competing forces – AI versus Iran
Competing forces – AI versus Iran
If at the start of hostilities between Iran and the US, someone predicted that two months later we would...
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Professional Investors
House View Q2 2026
House View Q2 2026
Discover the key themes expected to shape global markets in the coming months.
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Professional Investors
The next phase for US equities: Broader, resilient, durable
The next phase for US equities: Broader, resilient, durable
An equity market shaped by risk, but not defined by it.
Professional Investors
Finding winners in a tariffed world
Finding winners in a tariffed world
Tariffs may disrupt markets, but they can also create valuation opportunities in sectors where expectations...
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Professional Investors
From Fukushima to Hormuz: Energy systems at a turning point
From Fukushima to Hormuz: Energy systems at a turning point
Are fossil fuel shocks speeding up the shift to electricity?
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Professional Investors
From dependency to resilience: Energy security and Europe's green transition
From dependency to resilience: Energy security and Europe's green transition
Concerns over energy dependence are reshaping the continent's priorities.
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