The AI angle to Indian...
There were multiple reasons why Indian equities underperformed the rest of emerging markets in 2025 – one being the absence…
23/01/26
Portfolio perspectives
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Podcast
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Video
Given the uncertainty over inflation,...
The economic outlook for 2026 appears to be in equilibrium. Inflation is close to the targets set by the main…
23/01/26
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Video
Multi-Asset Views – Eurozone equities...
Diversified multi-asset portfolios look set for attractive returns in 2026. The US continues to benefit from a balanced ‘Goldilocks’ economy…
22/01/26
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Video
Euro credit update – Issuer...
After stronger-than-expected demand for credit in 2025, markets again look likely be able to handle an increase in new issuance…
22/01/26
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Podcast
In focus: Active and ESG...
Daniel Dornel, Head of ETF Research, and Chief Market Strategist Daniel Morris discuss the latest trends in investing using exchange-traded…
16/01/26
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Article
Monthly Market Views: Fixed income...
Rates and credit returns come together in corporate bond market Corporate bond returns are comprised of a risk-free yield and…
16/01/26