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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 search for yield, diversification and capital-efficient income is driving change. Powerful forces are reshaping insurance investment portfolios, ranging from lower forecast public-market return...
Pensions policy is moving from design to delivery across the UK, the Netherlands, and Germany — and implementation risk now matters as much as policy direction.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Reports of a potential US-Iran agreement mark a material shift in the Middle East risk backdrop.
Global markets face a more stagflationary backdrop as inflation pressures intensify, growth diverges and central banks stay on alert. Tech and artificial intelligence investment continue to support...
Read our latest economic outlook to find out the key drivers of global growth and the main risks that could derail markets.
Find out our base case for equities and fixed income, and explore the importance of resilient portfolios in a world where capital is on the move and inflation risks are rising.
Understand the impact of the US midterm elections on Congressional control and how it can drive or limit a president’s policy agenda.
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