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Jason Vaillancourt
12 November 2026
Jason Vaillancourt
12 November 2026
Angelina Chueh
11 November 2026
In Credit Weekly Snapshot – Roller coaster
10 November 2026
Oil prices have had a wild ride so far this year, and bonds have tracked every move. A lasting settlement in the Middle East could see yields move lower.
Market Perspectives: Making sense of the midterms
9 November 2026
The US midterm elections have delivered a clear outcome: the Democrats will take control of both the House and the Senate from January 2027.
GLP-1s: Still early in the growth story
9 November 2026
The GLP-1 market continues to expand rapidly yet remains in the early stages of growth. The GLP-1 market is no longer simply a weight-loss story.
Rahul Narang
9 November 2026
Lawrence Lin
9 November 2026
Rahul Narang
5 November 2026
Global technology investing: AI and beyond
5 November 2026
We sat down with two of our global technology portfolio managers to get an insight into what they are watching across the sector.
Template is not defined.
Template is not defined.
In Credit Weekly Snapshot – Roller coaster
10 November 2026
Oil prices have had a wild ride so far this year, and bonds have tracked every move. A lasting settlement in the Middle East could see yields move lower.
Market Perspectives: Making sense of the midterms
9 November 2026
The US midterm elections have delivered a clear outcome: the Democrats will take control of both the House and the Senate from January 2027.
GLP-1s: Still early in the growth story
9 November 2026
The GLP-1 market continues to expand rapidly yet remains in the early stages of growth. The GLP-1 market is no longer simply a weight-loss story.
Global technology investing: AI and beyond
5 November 2026
We sat down with two of our global technology portfolio managers to get an insight into what they are watching across the sector.
In Credit Weekly Snapshot – Tech it to the limit
3 November 2026
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?
Market Perspectives: UK Budget 2026: The consequences
2 November 2026
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.
Emerging Markets: A broadening opportunity
29 October 2026
We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.
Rethinking the core: why active ETFs can play a bigger role in today’s equity portfolios
29 October 2026
A repeatable, rules-based investment process can help active ETFs navigate concentrated markets, capture opportunities created by stock-level dispersion and offer investors a more purposeful approach to core equity exposure.
Too Big to Bundle: Why Japan merits a dedicated equity allocation
29 October 2026
For decades, corporate Japan was defined by stagnation—low growth, entrenched management teams and idle capital on balance sheets. Today, that landscape looks markedly different.
The UK: The path from squeeze to spending
28 October 2026
We look at how the UK domestic economic cycle operates and why the UK consumer recovery could be closer than you think.