2026 Outlook

Investor Portal Published: 02.04.2026 By: Craig Nicol, Managing Director, Head of Global Credit Strategy Download View BACK TO INSIGHTS 2026 Outlook The outlook for 2026 is one of the most complex in recent memory. Credit spreads are extremely tight across investment...

Capital vs Inefficiencies

Investor Portal Published: 11.18.2025 By: Craig Nicol and Oleg Melentyev Download View BACK TO INSIGHTS Capital vs Inefficiencies In the era of plentiful and cheap capital that defined much of the post-GFC period prior to 2022, many European corporates overextended...

The Investment Case for Europe

Investor Portal Published: 09.12.2025 By: Craig Nicol and Oleg Melentyev Download View BACK TO INSIGHTS The Investment Case for Europe In a rapidly shifting global economic environment, Europe finds itself at a crucial inflection point. Often dismissed for its...