Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities
Policy and macroeconomic uncertainty strengthen the case for selective, high-quality fixed income. We examine opportunities across the curve.
Midyear Equity Outlook: Earnings strength fuels optimism
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
Japan – the renaissance continues
Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.
Beyond hype: AI benefits taking shape
AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
LDI market review and outlook June 2026 – Nothing Trumps political infighting
Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.
European Real Estate 2026: Half-year health check
The macroeconomic backdrop has weakened, but there is a solid base for recovery – a recovery that has been put back rather than put off.
Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities
Policy and macroeconomic uncertainty strengthen the case for selective, high-quality fixed income. We examine opportunities across the curve.
Midyear Equity Outlook: Earnings strength fuels optimism
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.