Europe’s strategic autonomy: what we...
Geopolitical tensions and an uncertain economic outlook underline the importance of strategic autonomy – the idea that nations are able…
10/04/26
Equity
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Article
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Article
View from the Markets: The...
By Daniel Morris, Chief Market Strategist Equity markets continue to swing in reaction to US President Donald Trump’s latest social…
02/04/26
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Article
Monthly Market Views: Looking beyond...
Shifting rate expectations The prospect of higher inflation, resulting from the Middle East conflict, has shifted interest rate expectations; in…
02/04/26
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Article
Global megatrends: the themes driving...
KEY POINTS: Global megatrends are structural forces with significant implications for society and the economy. We believe technological, environmental and…
01/04/26
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Article
Take Two: OECD cuts global...
The world of finance in two minutes. This week: The Middle East conflict has dampened global economic growth expectations and…
30/03/26
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Article
Finding opportunities in US high-yield...
KEY POINTS: The US high yield bond market delivered an 8.5% return in 2025, with coupon income contributing roughly 7%…
26/03/26