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28 Outubro 2025
Dívida dos mercados emergentes
In Credit Weekly Snapshot – Crude intentions
In Credit Weekly Snapshot – Crude intentions
US sanctions against two Russian oil giants saw prices spike, as well as putting upward pressure on bond yields. Elsewhere there is optimism that presidents Trump and Xi will find sufficient common ground for a US/China trade deal. Read our weekly snapshot of global fixed income markets.
22 Outubro 2025
Múltiplos ativos
Asset Allocation update - October 2025
Asset Allocation update - October 2025
Despite lingering questions around their legality and (lagged) potential
impact on US inflation, financial markets appear to have moved swiftly on from tariffs.
21 Outubro 2025
Rendimento fixo
Battling the elements: will climate change reshape defence spending?
Battling the elements: will climate change reshape defence spending?
From jet engines to toll roads, environmental change is reshaping military readiness, infrastructure resilience, and the investment case for the companies that build and maintain such assets.
21 Outubro 2025
Dívida dos mercados emergentes
In Credit Weekly Snapshot – Up, up and away
In Credit Weekly Snapshot – Up, up and away
Government debt continues to dominate discourse, with the IMF predicting that globally it will soon exceed 100% of global GDP. Elsewhere we saw regional bank problems in the US and more trouble for France. Read on for a breakdown of fixed income news across sectors and regions.
20 Outubro 2025
Múltiplos ativos
Multi asset
Weekly Perspectives: Around the World in 240 seconds
Weekly Perspectives: Around the World in 240 seconds
This week we take a quick trip around the world and provide an update on the state of play around some of the key themes that have been moving markets recently.
17 Outubro 2025
Investimento responsável
Thematic Insight: Getting in shape for the food system transformation
Thematic Insight: Getting in shape for the food system transformation
Ultra-processed foods, chronic disease, growing awareness of the link between diet and health ... no wonder the global food system is undergoing profound change.
14 Outubro 2025
Dívida dos mercados emergentes
In Credit Weekly Snapshot – Give peace a chance
In Credit Weekly Snapshot – Give peace a chance
Geopolitics continues to dominate with the welcome news of a ceasefire between Israel and Hamas. This, as well as ongoing tariff threats from the US, had a feedthrough impact on commodity prices. Read on for a breakdown of fixed income news across sectors and regions.
13 Outubro 2025
Múltiplos ativos
Multi asset
Weekly Perspectives: Déjà vu in France…How long will this government last?
Weekly Perspectives: Déjà vu in France…How long will this government last?
France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
9 Outubro 2025
ETF ativos
Active ETFs: the next evolution in portfolio construction
Active ETFs: the next evolution in portfolio construction
The narrative is shifting - active ETFs are a structural evolution in how portfolios are built, managed and optimized for performance.
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