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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
The rally of global markets from the lows of March has been mainly an IT-driven story. This has been visible in US and Asian markets.
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May delivered strong returns and a renewed appetite for risk, but beneath the optimism lies an increasingly complex reality. While hopes of a US-Iran agreement have eased pressure on energy markets...
Aggregate finances remain strong amid record wealth, but lower‑income consumers face rising stress that could worsen if the labor market weakens.
In our Q1 2026 deep dive, our research team crunched the data to explore how evolving macro conditions are reflected in private debt returns
Investor sentiment has improved as markets assess the possibility of further de-escalation between the US and Iran – whether through a broader agreement or an extension of the ceasefire.
As readers of our SPIVA® Scorecards know, beating the market is difficult. Finding those few managers capable of doing so consistently may be even harder. Of the 933 active equity funds domiciled i...
Rising real yields, driven by resilient growth and Fed repricing, are reshaping markets, shifting leadership and tightening risk premia.
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