Investment Insights
Keep up to date with global markets and discover our latest thinking.
Filter insights
13 November 2025
Alternatives
UK Real Estate: Talking Points October 2025
UK Real Estate: Talking Points October 2025
Welcome to our quarterly snapshot of current real estate market trends.
11 November 2025
Fixed income
In Credit Weekly Snapshot – Let’s go ‘round again
In Credit Weekly Snapshot – Let’s go ‘round again
Are we approaching the end of a rate cutting cycle? There does appear to be a dampening of several key themes, reflected in the dollar finally plateauing a little after a tumultuous 12 months. Read our weekly snapshot of global fixed income markets.
11 November 2025
2026 Macroeconomic Outlook: Treading a finer line
2026 Macroeconomic Outlook: Treading a finer line
Resilient growth and rising markets mask underlying structural tensions – the risks of a misstep are accumulating. We assess the balance for investors.
10 November 2025
Multi-Asset
Multi asset
Weekly Perspectives: Looking through the mist
Weekly Perspectives: Looking through the mist
It appears the US government is poised to reopen, with a vote in Congress over the weekend the first step towards this happening.
7 November 2025
Fixed income
UK autumn budget preview: the big gilt trip
UK autumn budget preview: the big gilt trip
We set out three potential scenarios the chancellor could follow as she attempts to balance the books, and what each might do to bond yields and markets.
6 November 2025
Equity
The resurgence of financial deregulation: implications for markets and investors
The resurgence of financial deregulation: implications for markets and investors
Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
4 November 2025
Fixed income
In Credit Weekly Snapshot – A solid bond in your heart
In Credit Weekly Snapshot – A solid bond in your heart
With the UK budget looming, gilts rallied through October – helped somewhat by an interest rate cut. There were also rate moves elsewhere, with the US and Canada cutting, while Japan and the ECB kept things on hold. Read our weekly snapshot of global fixed income markets.
3 November 2025
Multi-Asset
Multi asset
Weekly Perspectives: China - playing your cards right
Weekly Perspectives: China - playing your cards right
We focus on China and two key events from the past few weeks that are likely to shape the outlook going forward.
28 October 2025
Fixed income
In Credit Weekly Snapshot – Crude intentions
In Credit Weekly Snapshot – Crude intentions
US sanctions against two Russian oil giants saw prices spike, as well as putting upward pressure on bond yields. Elsewhere there is optimism that presidents Trump and Xi will find sufficient common ground for a US/China trade deal. Read our weekly snapshot of global fixed income markets.
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.
