Insights

February 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: The Great Rotation… What’s going on with US equities?

This week we focus on US equities and a rotation in the market.
February 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: The Great Rotation… What’s going on with US equities?

This week we focus on US equities and a rotation in the market.

Filter insights

16 February 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: The Great Rotation… What’s going on with US equities?

This week we focus on US equities and a rotation in the market.
16 February 2026

Paul Doyle

Head of Large Cap European Equities

Europe finds its footing

The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
10 February 2026

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

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Takaichi's gamble pays off

This week we focus on the weekend’s Japanese elections.
9 February 2026

Joanna Tano

Head of Research, European Real Estate

UK Real Estate: Talking Points January 2026

Welcome to our quarterly snapshot of current real estate market trends.
6 February 2026

Tiffany Wade

Senior Portfolio Manager

Michael Guttag

Senior Portfolio Manager

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

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

Anthony Willis

Senior Economist, Multi-Asset Solutions team

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.
29 January 2026

Luke Copley

Client Portfolio Manager, Fixed Income

Jason Callan

Co-Head of Structured Assets, Senior Portfolio Manager

Ryan Osborn

Co-Head of Structured Assets, Senior Portfolio Manager

EU risk retention rules – implications for US securitised credit investors

The US dominates the global securitised market, and although European rules do reduce the scope of availability, it's still a trillion-dollar universe.
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