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Europe’s industrial reckoning: protectionism or extinction

Kishan Paun

Europe’s industrial base is under pressure from global competitors with its legacy sectors like autos, steel, and chemicals being displaced. Assistant Fund Manager Kishan Paun highlights how Europe is grappling with declining competitiveness and rising inflation.
Image of sea from above distorted and transforming into stripe pattern.

SAR’s in their eyes: the turning tide in UK water utilities

News broke yesterday morning that the government has lined up FTI Consulting as the likely administrator for Thames Water, should...

Why are credit spreads so tight?

Lloyd Harris, Head of Fixed Income, discusses how the persistent tightness in credit spreads remains a central theme in bond...
New Vehicles Await Transport

Ain’t no tariff high enough: another blow to the auto sector?

At this pivotal moment for the sector, the value of stability has never been clearer, according to fund manager Hoy...
American flag US port container ship symbols economy industry pride

Who are the winners and losers from Trump tariffs?

Credit Analyst Joe Macland considers some potential impacts on consumer brands and what this has to do with fixed income...
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