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3 November 2026

In Credit Weekly Snapshot – Tech it to the limit

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?
2 November 2026

Senior Economist, Multi-Asset Solutions team

Market Perspectives: UK Budget 2026: The consequences

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.
29 October 2026

Senior Economist, Multi-Asset Solutions team

Macro Pulse: Low-key UK Budget leaves tough decisions for another day

The UK Budget announcement saw no major surprises with a flurry of measures to address cost of living issues, but the macroeconomic measures were limited, as Chancellor John Healey stuck to the “do no harm” approach that was hoped for.