Insights（英語のみ）

Events in the Middle East continue to influence economic policy, with central banks revisiting future rate moves as the oil price returns to pre-conflict levels.

As investors look ahead to the second half of 2026, the market backdrop appears somewhat less fraught than it did during the first six months of the year.

Inflation and growth risks are back in focus, unsettling central bank easing plans and raising pressure across Eurozone markets.

Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from central banks.

Despite a fluctuating geopolitical and policy backdrop, financial markets have remained relatively contained.

From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.

AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.

A peace deal between the US and Iran should see the Strait of Hormuz reopen, which triggered a sharp selloff in the oil price and a rally in bond markets. Read on for a breakdown of fixed income news across sectors and regions.

Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.