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2026 Fixed income Outlook: Seizing opportunities in a rate-cutting cycle
2026 Fixed income Outlook: Seizing opportunities in a rate-cutting cycle
20 November 2025
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
19 November 2025
The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
In Credit Weekly Snapshot – Top of the world
In Credit Weekly Snapshot – Top of the world
18 November 2025
From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.
2026 Equity Outlook: Harnessing growth with a broad view
2026 Equity Outlook: Harnessing growth with a broad view
18 November 2025
We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
17 November 2025
This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).
AI growth: energy, emissions and water considerations
AI growth: energy, emissions and water considerations
14 November 2025
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
UK Real Estate: Talking Points October 2025
UK Real Estate: Talking Points October 2025
13 November 2025
Welcome to our quarterly snapshot of current real estate market trends.
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.
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2026 Fixed income Outlook: Seizing opportunities in a rate-cutting cycle
2026 Fixed income Outlook: Seizing opportunities in a rate-cutting cycle
20 November 2025
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
Evaluating the impact of the energy transition: Our systematic view of risks and opportunities
19 November 2025
The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
In Credit Weekly Snapshot – Top of the world
In Credit Weekly Snapshot – Top of the world
18 November 2025
From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.
2026 Equity Outlook: Harnessing growth with a broad view
2026 Equity Outlook: Harnessing growth with a broad view
18 November 2025
We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
Weekly Perspectives - Split signals: why the BoE is set to cut, while the Fed may have to wait
17 November 2025
This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).
AI growth: energy, emissions and water considerations
AI growth: energy, emissions and water considerations
14 November 2025
Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
UK Real Estate: Talking Points October 2025
UK Real Estate: Talking Points October 2025
13 November 2025
Welcome to our quarterly snapshot of current real estate market trends.
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.