Investment Insights
Keep up to date with global markets and discover our latest thinking.
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29 September 2025
Multi-Asset
Multi asset
Weekly Perspectives: Japan at a crossroads?
Weekly Perspectives: Japan at a crossroads?
This week we are looking at Japan – a country that's going to be in focus at the end of the week thanks to upcoming elections.
24 September 2025
Fixed income
US dollar dominance: Playing Jenga with the global monetary system
US dollar dominance: Playing Jenga with the global monetary system
Assumptions underpinning the dollar’s role as the world’s primary reserve currency are increasingly eroding. What if the tower starts to fall?
23 September 2025
Equity - Global
AI research trip reaffirms bullish outlook
AI research trip reaffirms bullish outlook
How AI is driving innovation and growth across a range of industries.
23 September 2025
Fixed income
In Credit Weekly Snapshot – Don't cry for Milei, Argentina
In Credit Weekly Snapshot – Don't cry for Milei, Argentina
The Argentine peso has taken a battering, but could the US ride to the rescue of Trump ally President Javier Milei? Elsewhere, interest rates dominated, with the Fed cutting and the BoE and ECB holding. Read our weekly snapshot of global fixed income markets.
22 September 2025
Multi-Asset
Multi asset
Weekly Perspectives: The Fed has started cutting rates, but how far can they really go?
Weekly Perspectives: The Fed has started cutting rates, but how far can they really go?
This week we are focusing on US interest rates – what changed last week and what we think is going to happen from here.
16 September 2025
Fixed income
In Credit Weekly Snapshot – Je ne regrette rien?
In Credit Weekly Snapshot – Je ne regrette rien?
France is embroiled in political turmoil, with knock-on effects for its sovereign rating and debt. Meanwhile, it’s all eyes on the US labour market and rates. Read on for a breakdown of fixed income news across sectors and regions.
15 September 2025
Multi-Asset
Multi asset
Weekly Perspectives: What’s going on with the US labour market?
Weekly Perspectives: What’s going on with the US labour market?
The past couple of weeks have seen a marked change in narrative around the US labour market.
15 September 2025
Equity
The rise of the Magnificent 7: Concentration risk versus earnings power
The rise of the Magnificent 7: Concentration risk versus earnings power
Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
12 September 2025
Equity
A wheel opportunity: Premium tyre makers use EVs to inflate margins
A wheel opportunity: Premium tyre makers use EVs to inflate margins
We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
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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.
