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Insights

Research and monthly commentary

The Pivotal Point of View every month, alongside strategy deep-dives and thematic work. Each edition puts strategy performance in context and identifies the main drivers behind it.

2026

PPOVJune 2026

Pivotal Point of View — June 2026

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PPOVMay 2026

Pivotal Point of View — May 2026

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Market CommentaryJune 2026

June 2026 Market Commentary

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PPOVApril 2026

Pivotal Point of View — April 2026

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Market CommentaryMay 2026

May 2026 Market Commentary

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Market CommentaryApril 2026

April 2026 Market Commentary

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PPOVFebruary 2026

Pivotal Point of View — February 2026

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Market CommentaryMarch 2026

March 2026 Market Commentary

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Every edition since 2019

The full archive, one line per document.

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