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Global Investment Cup
Global Investment Cup
10 June 2026
In Credit Weekly Snapshot – Movin’ on up
In Credit Weekly Snapshot – Movin’ on up
9 June 2026
US economic data keeps surprising to the upside, while a lack of progress on Middle East peace, and mounting speculation about a Federal Reserve rate rise, has put markets on shakier ground.
Midyear Equity Outlook: Earnings strength fuels optimism
Midyear Equity Outlook: Earnings strength fuels optimism
9 June 2026
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Nicola Blackmore
Nicola Blackmore
9 June 2026
Emma Robinson
Emma Robinson
9 June 2026
Simon Manning
Simon Manning
9 June 2026
Sarah Blakelock
Sarah Blakelock
9 June 2026
Market Perspectives: Goldilocks no more?
Market Perspectives: Goldilocks no more?
8 June 2026
After a long run higher, US equities have been reminded that strong fundamentals do not eliminate volatility.
Japan – the renaissance continues
Japan – the renaissance continues
8 June 2026
Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.
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In Credit Weekly Snapshot – Movin’ on up
In Credit Weekly Snapshot – Movin’ on up
9 June 2026
US economic data keeps surprising to the upside, while a lack of progress on Middle East peace, and mounting speculation about a Federal Reserve rate rise, has put markets on shakier ground.
Midyear Equity Outlook: Earnings strength fuels optimism
Midyear Equity Outlook: Earnings strength fuels optimism
9 June 2026
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Market Perspectives: Goldilocks no more?
Market Perspectives: Goldilocks no more?
8 June 2026
After a long run higher, US equities have been reminded that strong fundamentals do not eliminate volatility.
Japan – the renaissance continues
Japan – the renaissance continues
8 June 2026
Japan equities continue to deliver double-digit returns, supported by record foreign inflows and growing AI-driven optimism across the market.
In Credit Weekly Snapshot – Living in a box
In Credit Weekly Snapshot – Living in a box
2 June 2026
The European Central Bank’s inflation policy target is causing it a headache, as central banks across the world grapple with the Middle East issue.
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
Midyear Macro Outlook: Persistence, perception and the path ahead for markets
2 June 2026
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
Market Perspectives: Falling oil, rising optimism
Market Perspectives: Falling oil, rising optimism
1 June 2026
Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.
Focused on fundamentals: why active investing matters in European equities
Focused on fundamentals: why active investing matters in European equities
22 May 2026
Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
In Credit Weekly Snapshot – Burnham down the house
In Credit Weekly Snapshot – Burnham down the house
19 May 2026
Gilts were inflamed as a path opened up for the mayor of Greater Manchester, Andy Burnham, to return to Westminster and potentially replace Keir Starmer as UK prime minister. Elsewhere, the global sovereign bond sell-off accelerated.
Market Perspectives: Higher for longer
Market Perspectives: Higher for longer
18 May 2026
Inflation is on the up but when will central banks begin to raise interest rates?