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Net Zero Investing - Sovereign Alignment
Net Zero Investing - Sovereign Alignment
11 June 2026
Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities
Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities
11 June 2026
Policy and macroeconomic uncertainty strengthen the case for selective, high-quality fixed income. We examine opportunities across the curve.
Midyear Equity Outlook: Earnings strength fuels optimism
Midyear Equity Outlook: Earnings strength fuels optimism
11 June 2026
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
11 June 2026
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
In Credit Weekly Snapshot – Movin’ on up
In Credit Weekly Snapshot – Movin’ on up
9 June 2026
US economic data keeps surprising to the upside, while a lack of progress on Middle East peace, and mounting speculation about a Federal Reserve rate rise, has put markets on shakier ground.
Sam Addison
Sam Addison
9 June 2026
Nicola Blackmore
Nicola Blackmore
9 June 2026
Emma Robinson
Emma Robinson
9 June 2026
Simon Manning
Simon Manning
9 June 2026
Sarah Blakelock
Sarah Blakelock
9 June 2026
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Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities
Midyear Fixed-Income Outlook: Tighter spreads, wider opportunities
11 June 2026
Policy and macroeconomic uncertainty strengthen the case for selective, high-quality fixed income. We examine opportunities across the curve.
Midyear Equity Outlook: Earnings strength fuels optimism
Midyear Equity Outlook: Earnings strength fuels optimism
11 June 2026
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
11 June 2026
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
In Credit Weekly Snapshot – Movin’ on up
In Credit Weekly Snapshot – Movin’ on up
9 June 2026
US economic data keeps surprising to the upside, while a lack of progress on Middle East peace, and mounting speculation about a Federal Reserve rate rise, has put markets on shakier ground.
Market Perspectives: Goldilocks no more?
Market Perspectives: Goldilocks no more?
8 June 2026
After a long run higher, US equities have been reminded that strong fundamentals do not eliminate volatility.
Japan – the renaissance continues
Japan – the renaissance continues
8 June 2026
Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.
In Credit Weekly Snapshot – Living in a box
In Credit Weekly Snapshot – Living in a box
2 June 2026
The European Central Bank’s inflation policy target is causing it a headache, as central banks across the world grapple with the Middle East issue.
Market Perspectives: Falling oil, rising optimism
Market Perspectives: Falling oil, rising optimism
1 June 2026
Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.
Focused on fundamentals: why active investing matters in European equities
Focused on fundamentals: why active investing matters in European equities
22 May 2026
Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
Asset Allocation update - Q2 2026
Asset Allocation update - Q2 2026
21 May 2026
2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
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