ECB rates on hold even as inflation dips; volatility hits markets
The European Central Bank kept its main interest rate at 2% after Eurozone annual inflation eased to 1.7% in January…
09/02/26
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Article
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White paper
ETF Watch February 2026
The ETF market started 2026 with a bang, as UCITS ETF inflows for January set a new monthly record of…
09/02/26
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Article
Pick your poison: Geopolitics or AI
If it’s not geopolitical shocks roiling markets it is artificial intelligence, either because AI is a bubble, or because it…
06/02/26
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Video
Whats the outlook for US high-yield bonds?
Growth forecasts for 2026 are generally being revised up for US companies as the benefits of deregulation and fiscal measures…
06/02/26
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Podcast
How do synthetic money market ETFs work?
The range of solutions for investors to manage cash has expanded with the addition of money market exchange-traded funds. Of…
06/02/26
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Article
Plugging water network leaks with smart technologies
Ageing and leaky water systems are in urgent need of an upgrade, presenting opportunities for innovative solution providers and utilities…
05/02/26
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Article
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
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Article
Monthly Market Views: Japanese yields rise
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
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Article
A week for the central banks
To start the year, the ECB and Bank of England are expected to follow the US Federal Reserve’s lead and…
04/02/26
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Article
Multi-Asset Views No need to argue
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