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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.
Weekly Perspectives: China - playing your cards right
Weekly Perspectives: China - playing your cards right
3 November 2025
We focus on China and two key events from the past few weeks that are likely to shape the outlook going forward.
Luke Copley
Luke Copley
3 November 2025
Richard Gross
Richard Gross
30 October 2025
Julie Frisoli
Julie Frisoli
30 October 2025
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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.
Weekly Perspectives: China - playing your cards right
Weekly Perspectives: China - playing your cards right
3 November 2025
We focus on China and two key events from the past few weeks that are likely to shape the outlook going forward.
In Credit Weekly Snapshot – Crude intentions
In Credit Weekly Snapshot – Crude intentions
28 October 2025
US sanctions against two Russian oil giants saw prices spike, as well as putting upward pressure on bond yields. Elsewhere there is optimism that presidents Trump and Xi will find sufficient common ground for a US/China trade deal. Read our weekly snapshot of global fixed income markets.
Asset Allocation update - October 2025
Asset Allocation update - October 2025
22 October 2025
Despite lingering questions around their legality and (lagged) potential
impact on US inflation, financial markets appear to have moved swiftly on from tariffs.
Battling the elements: will climate change reshape defence spending?
Battling the elements: will climate change reshape defence spending?
21 October 2025
From jet engines to toll roads, environmental change is reshaping military readiness, infrastructure resilience, and the investment case for the companies that build and maintain such assets.