Investment Insights
Keep up to date with global markets and discover our latest thinking.
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10 February 2026
Fixed income
In Credit Weekly Snapshot – Slow dancing in a burning room
In Credit Weekly Snapshot – Slow dancing in a burning room
The US dollar has hit a post-2022 low and some countries are reducing their exposure.
10 February 2026
Multi-Asset
Multi asset
Market Perspectives: Takaichi's gamble pays off
Market Perspectives: Takaichi's gamble pays off
This week we focus on the weekend’s Japanese elections.
9 February 2026
Alternatives
UK Real Estate: Talking Points January 2026
UK Real Estate: Talking Points January 2026
Welcome to our quarterly snapshot of current real estate market trends.
6 February 2026
Equity
Riding the multi-year waves of AI investment
Riding the multi-year waves of AI investment
The real story of artificial intelligence (AI) is the multi‑year progression of capital flows that will define which companies lead, when they lead and why.
3 February 2026
Fixed income
In Credit Weekly Snapshot – Fool’s gold
In Credit Weekly Snapshot – Fool’s gold
We’ve seen extraordinary moves in precious metals recently. The same can’t be said for Bitcoin.
2 February 2026
Multi-Asset
Multi asset
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
Market Perspectives: Did the Federal Reserve just turn more hawkish or dovish?
This week we focus on the US Federal Reserve (Fed). We explore looming changes in leadership and a pause in rate.
27 January 2026
Fixed income
In Credit Weekly Snapshot – Enough is enough
In Credit Weekly Snapshot – Enough is enough
The Japanese yen was in the spotlight this week, with the exchange rate prompting ‘verbal intervention’ by the US and speculation that physical intervention – from both the US and Japan – will follow.
27 January 2026
Equity
Ploughing ahead: AgTech cultivates improved returns and reduces environmental impacts
Ploughing ahead: AgTech cultivates improved returns and reduces environmental impacts
Global agriculture faces mounting pressures – from climate change and resource inefficiencies to demographic shifts – threatening food security and profitability.
26 January 2026
Multi-Asset
Multi asset
Market Perspectives: Learning to live with tariffs threats
Market Perspectives: Learning to live with tariffs threats
We focus on the fallout from last week’s Greenland tariff announcements and subsequent policy shifts.
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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.
