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11 September 2026
Equity
Europe: better momentum but structural hurdles remain
Although global growth expectations fell after the Iran conflict started, US growth expectations have crept up.
10 September 2026
Equity
From Monopoly to Age of Empires - Part II: AI and the new terms of trade: When intelligence becomes abundant, what remains scarce?
In From Monopoly to Age of Empires , we described a world fragmenting into competing technological and economic blocs. Technology, we argued, would not end scarcity.
8 September 2026
Fixed income
In Credit Weekly Snapshot – China in your hand
China's bond market appears remarkably strong, but the real story lies under
the surface.
