Investment analysis for yield and duration-focused investors
See which countries lead ESG in 2026, how governance shapes outcomes, and why cybersecurity is now a sovereign risk factor.
Short-term gold forecasts have been revised downward, reflecting the repricing of Federal Reserve expectations and the rise in short- and long-term interest rates observed in recent weeks.
In a strong week for markets, with record equity highs and falling bond yields, driven by lower oil prices and improving inflation signals, optimism is building but it's still not secure.
Our H2 outlook for Asian and emerging-market USD credit highlights the strong tailwinds of higher global spending, solid fundamentals and domestic savings.
• Diplomatic progress between the US and Iran has eased geopolitical concerns, pushing oil prices back below $100 a barrel and propelling the S&P 500 to a record high. • US GDP figures for th...
As stock-bond correlations rise, diversification must evolve. Discover how multi-asset strategies and real assets can improve portfolio resilience.
Amid rate volatility and credit spreads remaining tight, focusing on selectivity and active positioning can help generate returns through income and carry.
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