News
Ideas and managers, in motion.
Market notes and updates from the managers we represent, shared by our team.
Quaestio · Fixed income
Quaestio, recognised in fixed income
Filippo Moroni, fixed income manager at Quaestio, earns Citywire’s AAA rating; the firm holds two Morningstar Gold Medals.
Read on LinkedInLandseer · AI
The new phase of artificial intelligence
Chris Ford, manager of the Landseer Global AI Fund, explains how the investment opportunity is evolving beyond infrastructure.
Read on LinkedInLarrain Vial Gavekal Macro
Latin America, back on the radar
Louis-Vincent Gave (Gavekal) examines why the region is attractive again: valuations, macro discipline and diversification.
Read on LinkedInLarrainVial AM · LatAm
Institutional appetite for LatAm
The drivers behind the growing institutional interest in Latin American assets: flows, equities, local debt and valuations.
Read on LinkedIn