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Investment Management
Compass: Q2 2026
Carry on and focus on fundamentals.
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Investment Management
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 continue to play out primarily through distressed exchanges.
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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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Investment Management
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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Investment Management
How does EU move to protect deposits impact bondholders?
Last week, European regulators took another step in their long journey towards a single European banking regime, otherwise known as “banking union”.
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Investment Management
Middle East conflict tests emerging market debt
How are investors differentiating between emerging market credits?
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Investment Management
Where should investors look amid the Iran War?
What could drive the next phase of returns?
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Investment Management
Strait of Hormuz disruption: How will it impact emerging markets?
A long closure could see many EM countries face recession risk.
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Investment Management
Iran conflict reshapes central bank outlooks
The war has created a dilemma for the Bank of England.
Investment Management
Middle East conflict raises Europe’s stagflation fears
What could be the worst-case scenario for the continent?
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Investment Management
Split decision: Making sense of market divergence
John Lloyd, Global Head of Multi Sector Credit, discusses the market divergence among asset classes and the risks and opportunities it offers.
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Investment Management
What war in Iran means for global markets
Fund managers at Artemis consider the range of possible outcomes from recent events in the Middle East.
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