Investment Insights
Keep up to date with global markets and discover our latest thinking.
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11 August 2026
Fixed income
In Credit Weekly Snapshot – A little less conversation
In Credit Weekly Snapshot – A little less conversation
The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain.
11 August 2026
Fixed income
Central banks face a global reserves paradox
Central banks face a global reserves paradox
Reserves are growing, but so is the reluctance to use them.
4 August 2026
Fixed income
In Credit Weekly Snapshot – Carry On Wayward Son
In Credit Weekly Snapshot – Carry On Wayward Son
Keep calm but don’t count on carry from the yen! Meanwhile, the US-Iran narrative and AI-related issuance continued to influence markets.
29 July 2026
Alternatives
UK Real Estate: Talking Points July 2026
UK Real Estate: Talking Points July 2026
Welcome to our concise quarterly snapshot of current real estate market trends.
28 July 2026
Fixed income
In Credit Weekly Snapshot – Get Off of My Cloud
In Credit Weekly Snapshot – Get Off of My Cloud
As hyperscalers remain locked in an AI-funding arms race, are we seeing signs
of indigestion in credit markets?
28 July 2026
Multi-Asset
Market Perspectives: Tipping point?
Market Perspectives: Tipping point?
The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.
23 July 2026
Responsible investment
Security, supply and the energy transition
Security, supply and the energy transition
Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opportunities in the infrastructure powering the shift.
22 July 2026
Multi-Asset
Asset Allocation update - Q3 2026
Asset Allocation update - Q3 2026
Hopes of a swift resolution to the conflict in the Middle East are being challenged by recent events. We have once again seen the ‘closure’ of the Strait of Hormuz by Iran and a blockade of Iranian shipping reinstated by the US.
22 July 2026
Equity
Europe’s industrial revolution brings new growth opportunities
Europe’s industrial revolution brings new growth opportunities
Europe is at a pivot point, caught between geopolitical uncertainties, industrial change and an inversion of the sources of growth. Behind this volatility lies deep structural change.
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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.
