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Back to basics: Why the time is right for multi-asset investing
Back to basics: Why the time is right for multi-asset investing
27 February 2026
The great reset in bond yields means multi-asset is once again a viable option for investors seeking a smoother return profile.
Euro LDI Update: Dutch pension reform – what’s the problem?
Euro LDI Update: Dutch pension reform – what’s the problem?
26 February 2026
Assessing the impact Dutch pension reforms on markets. We also look forwards at the likely direction of key rates for liability hedging.
The evolving landscape of climate investing
The evolving landscape of climate investing
26 February 2026
Climate change and the energy transition are multi-decadal themes that are shaping the world we live in, with wide-ranging implications for investors.
The evolving landscape of climate investing
The evolving landscape of climate investing
25 February 2026
In Credit Weekly Snapshot – Rip it up (and start again)
In Credit Weekly Snapshot – Rip it up (and start again)
24 February 2026
On Friday, the US Supreme Court ruled that Donald Trump administration’s use of the
International Emergency Economic Powers Act to impose broad-based tariffs was unconstitutional.
Market Perspectives: Tariffs 2.0? The options for President Trump
Market Perspectives: Tariffs 2.0? The options for President Trump
23 February 2026
This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
LDI market review and outlook – January 2026, Political risk to the fore
LDI market review and outlook – January 2026, Political risk to the fore
20 February 2026
Despite political alarums jolting markets; regulatory change, political news-flow or war-mongering rhetoric; overall the impact on markets has been relatively benign.
Asset Allocation update - February 2026
Asset Allocation update - February 2026
20 February 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.
2026 credit thoughts – here comes the capex …
2026 credit thoughts – here comes the capex …
18 February 2026
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
In Credit Weekly Snapshot – Stuck in the middle with you
In Credit Weekly Snapshot – Stuck in the middle with you
17 February 2026
Core government bond markets are onlookers as equity markets are buffeted by AI uncertainty, with the US 10-year Treasury range-bound.
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Back to basics: Why the time is right for multi-asset investing
Back to basics: Why the time is right for multi-asset investing
27 February 2026
The great reset in bond yields means multi-asset is once again a viable option for investors seeking a smoother return profile.
Euro LDI Update: Dutch pension reform – what’s the problem?
Euro LDI Update: Dutch pension reform – what’s the problem?
26 February 2026
Assessing the impact Dutch pension reforms on markets. We also look forwards at the likely direction of key rates for liability hedging.
The evolving landscape of climate investing
The evolving landscape of climate investing
26 February 2026
Climate change and the energy transition are multi-decadal themes that are shaping the world we live in, with wide-ranging implications for investors.
In Credit Weekly Snapshot – Rip it up (and start again)
In Credit Weekly Snapshot – Rip it up (and start again)
24 February 2026
On Friday, the US Supreme Court ruled that Donald Trump administration’s use of the
International Emergency Economic Powers Act to impose broad-based tariffs was unconstitutional.
Market Perspectives: Tariffs 2.0? The options for President Trump
Market Perspectives: Tariffs 2.0? The options for President Trump
23 February 2026
This week we focus on tariffs following last Friday’s US Supreme Court ruling that the current tariff regime under the International Emergency Economic Powers Act (IEEPA) is unlawful.
LDI market review and outlook – January 2026, Political risk to the fore
LDI market review and outlook – January 2026, Political risk to the fore
20 February 2026
Despite political alarums jolting markets; regulatory change, political news-flow or war-mongering rhetoric; overall the impact on markets has been relatively benign.
Asset Allocation update - February 2026
Asset Allocation update - February 2026
20 February 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.
2026 credit thoughts – here comes the capex …
2026 credit thoughts – here comes the capex …
18 February 2026
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
In Credit Weekly Snapshot – Stuck in the middle with you
In Credit Weekly Snapshot – Stuck in the middle with you
17 February 2026
Core government bond markets are onlookers as equity markets are buffeted by AI uncertainty, with the US 10-year Treasury range-bound.
Market Perspectives: The Great Rotation… What’s going on with US equities?
Market Perspectives: The Great Rotation… What’s going on with US equities?
16 February 2026
This week we focus on US equities and a rotation in the market.
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