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december 2025

In Credit Weekly Snapshot – Look to the future now, it’s only just begun

After an eventful 2025, what might be in store for 2026? Elsewhere, despite a few hurdles throughout the year, core investment grade markets are ending the year tighter than they started.
december 2025

In Credit Weekly Snapshot – Look to the future now, it’s only just begun

After an eventful 2025, what might be in store for 2026? Elsewhere, despite a few hurdles throughout the year, core investment grade markets are ending the year tighter than they started.

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16 december 2025

In Credit Weekly Snapshot – Look to the future now, it’s only just begun

After an eventful 2025, what might be in store for 2026? Elsewhere, despite a few hurdles throughout the year, core investment grade markets are ending the year tighter than they started.
15 december 2025

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: Looking forward to 2026

It is our final update of the year but there is plenty going on this week in financial markets.
11 december 2025

Gordon Bowers

CFA, Sovereign Research Analyst, Emerging Markets Debt

Kate Moreton

Sovereign Research Analyst, Emerging Markets Debt

Eng Tat Low

Sovereign Research Analyst, Emerging Markets Debt

Unlocking innovation in emerging markets debt

A new generation of state-contingent debt instruments is reshaping the emerging markets (EM) landscape, creating value for investors and providing creative solutions for sovereigns.
10 december 2025

Krishan Selva

Client Portfolio Manager

Big, broad, innovative – the case for emerging market equities

Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.
9 december 2025

In Credit Weekly Snapshot – Big in Japan

Bond yields ratcheted higher globally last week, with a key trigger being shifting interest rate expectations in Japan. Will there be moves to repatriate overseas bond holdings to take advantage of these higher domestic rates? Read on for a breakdown of fixed income news across sectors and regions.
9 december 2025

Christine Cantrell

Head of EMEA Active ETFs and Investment Trust Distribution

Redefining quant – putting active into ETFs

Not all active ETFs are created equal. Explore how we’ve hardwired conviction investing into our portfolios.
8 december 2025

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: What happens when Japan hikes rates?

This week we take a closer look at Japan and the likelihood of an interest rate hike at the end of December.
3 december 2025

Paul Doyle

Head of Large Cap European Equities

European rally set to continue and performance broaden out

Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
3 december 2025

Jitzes Noorman

Delegated CIO & Investment Strategist

Macro, Markten & CMA update December 2025

Het economisch beeld voor de VS blijft ‘mistig’. Voorts staan internationaal ultra-lange staatsrentes onder opwaartse druk, met name in Japan.
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