A stunning 2024 doesn’t signal the Magnificent Seven’s long-term dominance, as history warns that extreme outperformance often fades. Meanwhile, rising UK gilt yields highlight global trends, underscoring the value of dynamic portfolio management.

Listen to Jason Mitchell discuss with Professor Andrew King, Boston University, about how sustainable investing is facing its own replication crisis.

What do unhappy families have in common with systematic investment approaches? Investors should take note in 2025.

Cryptocurrencies may be well suited to trend-following approaches. However, the quantity of coins traded should balance the benefits of diversification against transaction costs.

You know the drill…

Savour your favorite glass of red this holiday—it may not taste the same for much longer. Also, the post-election US market shift highlights a surge in beta and momentum, but how much of this is froth?

In the final ‘diary of a quant’ of 2024, Russell Korgaonkar explains why it may be time to rethink year-end market predictions.

Dealmakers are gearing up for a potential wave of M&A activity under the Trump administration. But it’s unlikely to be a free-for-all. Also, investors may face ‘green hushing’ in the US, but ‘green boasting’ in China.

Our credit teams outline their expectations for the year ahead, in the face of shifting sands for geopolitics and credit markets and the expectation of ‘higher for longer’ interest rates.

As we move from a year of waiting and speculating, markets will need to navigate new drivers of volatility in 2025.

Listen to Jason Mitchell discuss with Professor Stefanie Deluca, Johns Hopkins University, about how neighbourhoods shape economic opportunities and outcomes for children.

Why size matters in an increasingly bifurcated direct lending market.