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The BOJ’s latest move signals continued but gradual policy normalisation. Markets remain resilient, driven by carry dynamics and concentrated equity gains, while questions around policy credibility...
Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.
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...
What drove pension scale in Australia and Canada, and lessons for the UK
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...
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