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Insights

17 October 2025

Tenisha Elliott

Sustainability Research Analyst

Thematic Insight: Getting in shape for the food system transformation

Food companies face increasing regulatory pressure globally, with policy action shifting from traditional nutrient profiling to focus on ingredients, additives and processing methods. For investors this creates significant opportunities, alongside portfolio risks for companies slow to adapt
14 October 2025

In Credit Weekly Snapshot – Give peace a chance

Geopolitics continues to dominate with the welcome news of a ceasefire between Israel and Hamas. This, as well as ongoing tariff threats from the US, had a feedthrough impact on commodity prices. Read on for a breakdown of fixed income news across sectors and regions.
13 October 2025

Anthony Willis

Senior Economist

Weekly Perspectives: Déjà vu in France…How long will this government last?

France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?