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Market Perspectives: Making sense of the midterms
9 November 2026
The US midterm elections have delivered a clear outcome: the Democrats will take control of both the House and the Senate from January 2027.
Lawrence Lin
9 November 2026
Rethinking the DB endgame: is your scheme ready for run-on?
6 November 2026
As UK defined-benefit run-on gains momentum, the SURPLUS framework helps trustees and sponsors assess readiness, protect members and unlock value.
Rahul Narang
5 November 2026
Global technology investing: AI and beyond
5 November 2026
We sat down with two of our global technology portfolio managers to get an insight into what they are watching across the sector.
In Credit Weekly Snapshot – Tech it to the limit
3 November 2026
The AI financing wave is weighing on the weakest credits within high yield. The key question is, will the stress be contained at the bottom of the spectrum?
Market Perspectives: UK Budget 2026: The consequences
2 November 2026
Last week's UK Budget proved, as expected, to be a non-event for financial markets. Rather than tackling the major macroeconomic decisions facing the UK, it deferred them.
Our approach to system-level stewardship
30 October 2026
EU ESG Ratings Regulation Disclosure - ESG Materiality Ratings
30 October 2026
EU ESG Ratings Regulation Disclosure - Net zero alignment ratings
30 October 2026
Template is not defined.
Template is not defined.
Market Perspectives: Making sense of the midterms
9 November 2026
The US midterm elections have delivered a clear outcome: the Democrats will take control of both the House and the Senate from January 2027.
Rethinking the DB endgame: is your scheme ready for run-on?
6 November 2026
As UK defined-benefit run-on gains momentum, the SURPLUS framework helps trustees and sponsors assess readiness, protect members and unlock value.
Global technology investing: AI and beyond
5 November 2026
We sat down with two of our global technology portfolio managers to get an insight into what they are watching across the sector.
In Credit Weekly Snapshot – Tech it to the limit
3 November 2026
The AI financing wave is weighing on the weakest credits within high yield. The key question is, will the stress be contained at the bottom of the spectrum?
Market Perspectives: UK Budget 2026: The consequences
2 November 2026
Last week's UK Budget proved, as expected, to be a non-event for financial markets. Rather than tackling the major macroeconomic decisions facing the UK, it deferred them.
Emerging Markets: A broadening opportunity
29 October 2026
We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.
Rethinking the core: why active ETFs can play a bigger role in today’s equity portfolios
29 October 2026
A repeatable, rules-based investment process can help active ETFs navigate concentrated markets, capture opportunities created by stock-level dispersion and offer investors a more purposeful approach to core equity exposure.
Too Big to Bundle: Why Japan merits a dedicated equity allocation
29 October 2026
For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.
The UK: The path from squeeze to spending
28 October 2026
We look at how the UK domestic economic cycle operates and why the UK consumer recovery could be closer than you think.
In Credit Weekly Snapshot – Copacabana
27 October 2026
His name is Lula, and a surprising election victory in Brazil saw spreads widen in
local markets. Elsewhere, yield curves flattened in the US, Japan and Germany.