Insights

Insights

The IPO Wave: what it means for indices, portfolios and markets

We unpack the strongest IPO pipeline in years and what it means for index membership, portfolio construction, and the broader market.

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Insights 02 Jul 2026

Introducing the Keyridge Compass

The Market Compass is designed to give a clear, monthly read on the fundamental backdrop behind our constructive stance on markets. This month’s talking points highlight how easing geopolitical risks, resilient growth and robust earnings are supporting risk assets, even as valuations, positioning and ongoing volatility call for a measured approach across equities, bonds and credit.

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Insights 30 Jun 2026

The IPO Wave: what it means for indices, portfolios and markets

We unpack the strongest IPO pipeline in years and what it means for index membership, portfolio construction, and the broader market.

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Insights 24 Jun 2026

June’s Signals & Strategy: Lifting The Fog of War

Each month, the Keyridge Multi-Asset desk will provide a candid look at the key market signals shaping our portfolio construction.

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Insights 18 Jun 2026

Macro Matters: US inflation, rates and the consumer

In this episode of Macro Matters, Mike Willans and Bimal Patel, unpack what the latest moves in inflation and interest rates mean for markets and for consumers.

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Insights 18 Jun 2026

Using Governance and Human Rights Engagement to Support Long‑term Value

What does effective stewardship on governance and human rights look like in practise? Euan Stirling is joined by corporate governance specialist Anastasia Manousaridou and human rights expert Niall Brady to discuss this.

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Insights 11 Jun 2026

Macro Matters: AI Funding Flashpoint

In this week's episode Mike and Bimal argue the fundamental case for AI and data centre investment remains strong.

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Insights 10 Jun 2026

From Climate to Nature: How we are evolving our stewardship

What does nature and biodiversity stewardship look like in practice? Thais Camolesi Guimarães joins Euan Stirling to discuss how we are working with companies and policy makers to manage nature‑related risks and build long‑term resilience.

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Insights 08 Jun 2026

Stewardship in focus: highlights from our 2025 Stewardship & Responsible Investment Report

We sat down with Niall O'Leary, Chief Sustainability Officer and Managing Partner at ILIM, to discuss how our stewardship work is evolving, what it means for client portfolios, and the issues we are watching most closely in 2026.

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Insights 04 Jun 2026

Macro Matters: Issuance, IPOs and a Broader Market

In this episode of Macro Matters, Mike Willans and Bimal Patel, look at what a new wave of benchmark entrants could mean for equity investors, and how portfolios might need to adapt as leadership in the market continues to evolve.

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Insights 04 Jun 2026

June's Multi‑Asset Monthly Brief

A single page that summarises what is driving markets and how the Keyridge Multi-Asset team is positioning portfolios.

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Insights 28 May 2026

Macro Matters: Why Asia is Back on the Radar

In this week's Macro Matters episode, Mike Willans and Bimal Patel, explore what is behind Asia's renewed strength and how durable it might be. They touch on the role of AI and semiconductors, evolving industrial capacity and the impact of policy initiatives, all in a concise, high-level conversation.

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Insights 15 May 2026

May’s Signals & Strategy: The Thin End of the Wedge

Each month, the Keyridge Multi-Asset desk will provide a candid look at the key market signals shaping our portfolio construction.

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