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Where to next for UK Interest rates?

15 July 2024
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.

Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?

11 July 2024
After inheriting a dire fiscal position how will Labour deliver economic growth? We take a closer look at their options and plans.

Dispelling the myths around emerging market debt

9 July 2024
Emerging markets today bear little resemblance to those rocked by financial crises in the 1980s and 1990s, with the asset class diversified across geography, investment grade, high yield, sovereigns and corporates

EMEA Investment grade outlook, H2 2024

8 July 2024
Inflation is finally coming down, central banks are poised to cut rates, and credit spreads have withstood volatility in government bonds. So where do we see things going from here?

Investment grade: attractive yields with lower risk profile

8 July 2024
The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.
Template is not defined.
Template is not defined.

Where to next for UK Interest rates?

15 July 2024
Market odds for the Bank of England to cut rates in August are better than 50:50. We are less optimistic.

Life under Labour: what is the macro background for the new Government, their likely budget plans and the impact on the economy?

11 July 2024
After inheriting a dire fiscal position how will Labour deliver economic growth? We take a closer look at their options and plans.

Dispelling the myths around emerging market debt

9 July 2024
Emerging markets today bear little resemblance to those rocked by financial crises in the 1980s and 1990s, with the asset class diversified across geography, investment grade, high yield, sovereigns and corporates

EMEA Investment grade outlook, H2 2024

8 July 2024
Inflation is finally coming down, central banks are poised to cut rates, and credit spreads have withstood volatility in government bonds. So where do we see things going from here?

Investment grade: attractive yields with lower risk profile

8 July 2024
The asset class is in a fundamentally good place, with the past few years seeing index yields rise to 5.5% – competing quite well with asset classes such as equities.

ESG Viewpoint: Nature Positive commitments: separating the green from greenwash

4 July 2024
We outline six attributes of a good Nature Positive commitment and assess how a range of companies are stacking up.

A tough fiscal reality awaits new government

1 July 2024
A record year for elections – but what do they mean for markets?

CIO outlook: Is higher volatility on the horizon?

26 June 2024
Interest rates won’t come down as quickly as some had hoped, says our CIO, William Davies, but further gains for equities are still possible this year.

Equity outlook: High valuations and higher-for-longer rates

24 June 2024
Despite some short-term concerns, we see opportunities in stocks around the globe.

Green to gold: realising opportunities from the carbon transition

21 June 2024
We explore the interventions required to monetise green energy, and how investors might benefit from the carbon transition.
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