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The US midterm elections have delivered a clear outcome: the Democrats will take control of both the House and the Senate from January 2027.

We sat down with two of our global technology portfolio managers to get an insight into what they are watching across the sector.

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?

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.

We explain how we’ve navigated recent market moves across emerging markets and why we see opportunities broadening across countries, sectors and companies.

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.

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.

We look at how the UK domestic economic cycle operates and why the UK consumer recovery could be closer than you think.

His name is Lula, and a surprising election victory in Brazil saw spreads widen in local markets. Elsewhere, yield curves flattened in the US, Japan and Germany.

Renewed volatility across equity and bond markets reflects the convergence of several familiar risks: fiscal and political uncertainty in France, scrutiny of artificial intelligence-related investment, and renewed inflation concerns as oil prices rise.