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AI growth: energy, emissions and water considerations
AI growth: energy, emissions and water considerations
14 November 2025
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
Why global real estate securities and why now
Why global real estate securities and why now
13 November 2025
Interest in global real estate securities (GRES) is increasing – an understandable trend when one considers the potential benefits afforded by their inclusion in a broader portfolio.
UK Real Estate: Talking Points October 2025
UK Real Estate: Talking Points October 2025
13 November 2025
Welcome to our quarterly snapshot of current real estate market trends.
LDI market review and outlook – October 2025, where next for central banks?
LDI market review and outlook – October 2025, where next for central banks?
12 November 2025
Tariffs have largely faded into the background as central bank activity and fiscal sustainability concerns came to the fore. We review recent developments and explore what’s next.
In Credit Weekly Snapshot – Let’s go ‘round again
In Credit Weekly Snapshot – Let’s go ‘round again
11 November 2025
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.
2026 Macroeconomic Outlook: Treading a finer line
2026 Macroeconomic Outlook: Treading a finer line
11 November 2025
Resilient growth and rising markets mask underlying structural tensions – the risks of a misstep are accumulating. We assess the balance for investors.
Weekly Perspectives: Looking through the mist
Weekly Perspectives: Looking through the mist
10 November 2025
It appears the US government is poised to reopen, with a vote in Congress over the weekend the first step towards this happening.
UK autumn budget preview: the big gilt trip
UK autumn budget preview: the big gilt trip
7 November 2025
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.
The resurgence of financial deregulation: implications for markets and investors
The resurgence of financial deregulation: implications for markets and investors
6 November 2025
Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
In Credit Weekly Snapshot – A solid bond in your heart
In Credit Weekly Snapshot – A solid bond in your heart
4 November 2025
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.
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AI growth: energy, emissions and water considerations
AI growth: energy, emissions and water considerations
14 November 2025
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
Why global real estate securities and why now
Why global real estate securities and why now
13 November 2025
Interest in global real estate securities (GRES) is increasing – an understandable trend when one considers the potential benefits afforded by their inclusion in a broader portfolio.
UK Real Estate: Talking Points October 2025
UK Real Estate: Talking Points October 2025
13 November 2025
Welcome to our quarterly snapshot of current real estate market trends.
LDI market review and outlook – October 2025, where next for central banks?
LDI market review and outlook – October 2025, where next for central banks?
12 November 2025
Tariffs have largely faded into the background as central bank activity and fiscal sustainability concerns came to the fore. We review recent developments and explore what’s next.
In Credit Weekly Snapshot – Let’s go ‘round again
In Credit Weekly Snapshot – Let’s go ‘round again
11 November 2025
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.
2026 Macroeconomic Outlook: Treading a finer line
2026 Macroeconomic Outlook: Treading a finer line
11 November 2025
Resilient growth and rising markets mask underlying structural tensions – the risks of a misstep are accumulating. We assess the balance for investors.
Weekly Perspectives: Looking through the mist
Weekly Perspectives: Looking through the mist
10 November 2025
It appears the US government is poised to reopen, with a vote in Congress over the weekend the first step towards this happening.
UK autumn budget preview: the big gilt trip
UK autumn budget preview: the big gilt trip
7 November 2025
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.
The resurgence of financial deregulation: implications for markets and investors
The resurgence of financial deregulation: implications for markets and investors
6 November 2025
Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
In Credit Weekly Snapshot – A solid bond in your heart
In Credit Weekly Snapshot – A solid bond in your heart
4 November 2025
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.
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