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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.

In Credit Weekly Snapshot – Copacabana

27 October 2026
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.

Market Perspectives: The sum of all fears

26 October 2026
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.

UK Real Estate: Talking Points October 2026

26 October 2026
Welcome to our concise quarterly snapshot of current real estate market trends.