Investment Insights
Keep up to date with global markets and discover our latest thinking.
Filter insights
20 July 2026
Multi-Asset
Market Perspectives: A(nother) new dawn for the UK
Market Perspectives: A(nother) new dawn for the UK
The UK has a new prime minister – its seventh in just over a decade – and another opportunity to reset the country’s economic narrative.
20 July 2026
Global investment solutions
LDI
Q2 2026 repo update
Q2 2026 repo update
The Iran conflict and the impact of the closure of the Strait of Hormuz on energy prices dominated the second quarter.
20 July 2026
Alternatives
From policy to portfolio: investing in UK natural capital
From policy to portfolio: investing in UK natural capital
We are always searching for opportunities to align financial and environmental outcomes. Biodiversity Net Gain legislation is one such investable opportunity, linking ecological restoration with durable, policy-supported returns.
16 July 2026
Fixed income
Data centres: the credit opportunity beyond hyperscalers
Data centres: the credit opportunity beyond hyperscalers
As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
16 July 2026
Equity
Decoding investment signals from the AI build-out
Decoding investment signals from the AI build-out
The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
14 July 2026
Fixed income
In Credit Weekly Snapshot – Back on the chain gang
In Credit Weekly Snapshot – Back on the chain gang
France’s finances remain an issue, with political instability likely to delay efforts
to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
14 July 2026
The loudest story isn’t always the winning play
The loudest story isn’t always the winning play
Market drama may dominate headlines, but disciplined research, process and conviction remain essential to generating long-term investment performance across cycles.
13 July 2026
Multi-Asset
Market Perspectives: High stakes in Hormuz
Market Perspectives: High stakes in Hormuz
Today, as we have been for many months now, we'll be asking is the Strait of Hormuz open or closed, and what does it mean?
10 July 2026
Fixed income
Should investment grade prime office landlords worry about AI?
Should investment grade prime office landlords worry about AI?
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
Filter insights on this page
Capabilities
Themes
Capabilities
Important Information
The analysis included on this website is for professional investors in EMEA APAC. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.
