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Higher energy prices have lifted headline inflation across most economies, raising concerns about the implications for monetary policy and bond markets.
In this blog, we look at the forces shaping EMD over the remainder of the year and how we’re navigating them in our portfolios
As UK defined benefit schemes move from deficit management to surplus strategy, run-on is now a more credible alternative to buyout.
The ‘Magnificent Seven’ group of Big Tech companies is no longer the key driver of US equities, as the rally broadens out to other sectors.
By Nicolas Bickel, Group Head of Investment Private Banking & CIO
Royce Investment Partners: Chris Clark and Francis Gannon discuss how US small-cap stocks can offer an on ocean of opportunities.
Global markets have navigated geopolitical tensions, higher oil prices and renewed AI concerns, yet growth and earnings remain resilient. We look at six key questions investors are asking as 2026 e...
Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.
The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.
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