Insights
Research that informs the portfolio
Views from our investment desks. House research, written plainly — not advice.
Macro21 May 2026
The ECB will cut in March — and it will not be enough
Real yields remain tighter than the disinflation path implies. We expect 75bp of cuts before September against a market priced for 50, and position duration accordingly.
Chief Investment Officer · 7 min read
Macro7 min read
Malta after the grey list: what changed for cross-border families
Three years on, the compliance burden has normalised. We assess what European families domiciling assets in Malta should expect from their banks and regulators today.
3 April 2026
Macro8 min read
The euro's quiet decade: positioning for a softer dollar
Home-currency strength changes the hedging maths for European private clients more than most allocators assume. We set out how a weaker dollar reshapes a euro-based portfolio.
29 January 2026