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Angeles Toledo-Van den Bogaard
Angeles Toledo-Van den Bogaard
19 June 2026
Beyond hype: AI benefits taking shape
Beyond hype: AI benefits taking shape
17 June 2026
AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
In Credit Weekly Snapshot – The only way is up
In Credit Weekly Snapshot – The only way is up
16 June 2026
A peace deal between the US and Iran should see the Strait of Hormuz reopen, which triggered a sharp selloff in the oil price and a rally in bond markets. Read on for a breakdown of fixed income news across sectors and regions.
LDI market review and outlook June 2026 – Nothing Trumps political infighting
LDI market review and outlook June 2026 – Nothing Trumps political infighting
16 June 2026
Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.
European Real Estate 2026: Half-year health check
European Real Estate 2026: Half-year health check
15 June 2026
The macroeconomic backdrop has weakened, but there is a solid base for recovery – a recovery that has been put back rather than put off.
Market Perspectives: The ceasefire and its consequences
Market Perspectives: The ceasefire and its consequences
15 June 2026
Reports of a potential US-Iran agreement mark a material shift in the Middle East risk backdrop.
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.
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Beyond hype: AI benefits taking shape
Beyond hype: AI benefits taking shape
17 June 2026
AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
In Credit Weekly Snapshot – The only way is up
In Credit Weekly Snapshot – The only way is up
16 June 2026
A peace deal between the US and Iran should see the Strait of Hormuz reopen, which triggered a sharp selloff in the oil price and a rally in bond markets. Read on for a breakdown of fixed income news across sectors and regions.
LDI market review and outlook June 2026 – Nothing Trumps political infighting
LDI market review and outlook June 2026 – Nothing Trumps political infighting
16 June 2026
Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.
European Real Estate 2026: Half-year health check
European Real Estate 2026: Half-year health check
15 June 2026
The macroeconomic backdrop has weakened, but there is a solid base for recovery – a recovery that has been put back rather than put off.
Market Perspectives: The ceasefire and its consequences
Market Perspectives: The ceasefire and its consequences
15 June 2026
Reports of a potential US-Iran agreement mark a material shift in the Middle East risk backdrop.
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.
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