Insights

Our Insights section curates articles by our Research team with additional contributions from industry experts, academics and authors.

Unwavering in time of crisis

As the outbreak of Covid-19 re-set the direction of markets during the first quarter, companies’ balance sheets were under the spotlight.

9 minute read

The Journal 10

The 10th edition of our Journal was finished at the beginning of March, before the working lives of so many of us changed so dramatically. However, the themes explored in this edition remain relevant.

120 minute read

2020 vision

Bill Emmott, former editor-in-chief of The Economist, considers the global outlook, in a year dominated by the US presidential elections, trade tensions, Brexit and the coronavirus.

10 minute read

A question of balance

Raising debt may seem like a logical response to an environment where interest rates are at record lows. Investment Director Charlie Macquaker assesses the risks within that all-too-common assumption.

6 minute read

Drowning in debt

Corporate debt is at record levels, fuelled by years of low borrowing costs and liquid markets. But there are fears that the market may be heading for a fall.

8 minute read