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8 September 2026
Multi-Asset
Multi-Asset Investment Outlook 2027: Technological tailwind, geopolitical headwind
The global economy has proved more resilient than many expected, but the investment landscape of 2027 looks materially different from a year ago – shaped by conflict in the Middle East, a reversal in interest rate expectations, and an AI-driven capital expenditure (capex) boom of unprecedented scale.
8 September 2026
Fixed income
In Credit Weekly Snapshot – China in your hand
China's bond market appears remarkably strong, but the real story lies under
the surface.
7 September 2026
Multi-Asset
Market Perspectives: Second guessing the central banks
Central banks are back in focus as investors enter a busy run of September policy meetings. The European Central Bank meets this week, followed by the Bank of England, the US Federal Reserve and the Bank of Japan next week.
