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Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...
The Nikkei’s strong rally is less a reflection of yen weakness and more driven by global tech sentiment, particularly the semiconductor capex boom. At the same time, Japan’s structural transition a...
US and Chinese institutions are the leaders of this health-sciences field.
The Pension Schemes Act 2026 marks a turning point for UK retirement savings. Explore what’s changing, why it matters, and the challenges trustees now face as they reshape the future of pensions.
As market conditions shift, opportunities stand out. With tensions simmering in the Middle East and the global economy feeling the pinch of high energy prices, high-yield bonds might not be on...
With restricted oil flow in the Strait of Hormuz, global inventories depleting and US exports unable to fully replace Middle Eastern flows, Asia faces mounting risks to its energy supply. In this w...
Move over PIIGS, and enter the BIFs, or Britain, Italy and France – as it seems a term coined on our Rates desk is now gaining wider traction. The BIFs reflect a shift in focus from legacy concerns...
Kevin Warsh, who is set to be the next chair of the Federal Reserve, has cleared a key procedural hurdle in the Senate, moving him closer to Senate confirmation.
Explore the reasons behind the rise in UK Gilt yields, why the UK bond market is subject to a political premium and the implications for investors.
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