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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...
Japan’s negative output gap masks a tighter economic reality. While traditional measures still signal excess capacity, labour markets have been persistently tight and capital may be mismeasured due...
Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.
The reaction by the Japanese market to the Iran conflict reflects uncertainty rather than immediate damage. Oil prices alone are unlikely to cause stagflation in Japan; rather, supply disruption is...
Replay: experts analyse scenarios after US–Israel strikes on Iran, energy and inflation impacts, regional and cross‑asset implications.
Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.
Shriti Jadav and Simon Eagle discuss the new Guided Retirement requirements, what DC Trustees will need to do to meet them and what options are available.
NPPR allows individual EU member states to permit US and other non-EU funds to market in their territory.
ClearBridge Investments: The AI revolution's biggest winners may not be the mega-cap developers everyone's watching. Smaller-cap specialists building the physical infrastructure behind AI could off...
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