2026 inflation outlook: Navigating uncertainty
The year ahead looks set for a more balanced, although not necessarily benign, inflationary backdrop, even as the full impact…
05/02/26
Portfolio perspectives
-
Article
-
Article
Monthly Market Views: Japanese yields...
Japanese government bond yields have been on the rise, with 10-year issues hitting 2.35% on 20 January. There are numerous…
05/02/26
-
Article
Multi-Asset Views – No need...
These are the core investment decisions from this month’s report on our multi-asset investment views. Staying overweight on global equities…
02/02/26
-
Article
Building resilience with flexible fixed...
The global economy enters 2026 with resilience. Growth forecasts have been revised upward – the International Monetary Fund now projects…
02/02/26
-
Podcast
Electrification and AI turbocharge clean...
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the…
30/01/26
-
Article
Investing in Europe’s defence: Why...
Europe has accelerated defence spending in response to geopolitical uncertainty. This is creating opportunities for investors across the defence sector…
29/01/26