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Thinking

Investing with Perspective

A space for evolving perspectives on investing— lifting the hood on what's happening inside the funds, alongside our thinking, insights from third party managers, and informed views on managing wealth in a changing world.

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Thought Pieces
Engagement

Inside T. Bailey's Approach to Investing in Early-Stage Funds

Successful fund investing isn't just about selecting established names. This insight explores how T. Bailey identifies exceptional fund managers early in their journey, the rigorous due diligence behind every investment …

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Weekly Update
Abstract Big Data Halo - Weekly

15 June 2026: Weekly Update – Quiet Compounders in a Noisy Market

While investors focus on AI, technology and geopolitical headlines, the global insurance sector continues to compound book value at double-digit rates. Despite improving fundamentals and a more favourable interest-rate environment, …

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Quarterly Report
Spring Path through bluebells - Quarterly - Q1

Q1 2026 Quarterly Review: Energy Shock, Institutional Risk and Global Market Repricing

Q1 2026 was defined by geopolitical escalation, energy market disruption and growing questions around institutional credibility in the US. Markets responded with sharp volatility, sector rotation and a reassessment of …

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