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The UK housing market remained soft at the end of 2025, but confidence is returning as expectations for sales and prices turn decisively more positive, according to the latest RICS UK Residential M...
Recent headlines—from US political pressure on the Fed to the prospect of a snap election in Japan—have amplified talk of “fiscal dominance”. This fiscal dominance narrative appears to be shaping m...
MediaTalk listeners get an insider's view of the CES 2026 through the eyes of S&P Global Market Intelligence's Neil Barbour and Stefan Modrich. The pair provide an in-depth look at the latest advan...
Agriculture aims to effectively meet the needs of investors seeking the benefits of diversification and an expansion of the efficient frontier of their portfolio. Even a modest exposure to the asse...
2025 will be remembered as a year in which uncertainty and strong investment performance were not mutually exclusive. For the first time since 2019, global equities, bonds, and commodities all deli...
Watch our latest webcast to look back at the last quarter of 2025 with Carl Vine, Co-Head of Asian Investment, and Sunny Romo, Investment Director.
Late-cycle risks—high rates, inflation, private credit growth—persist, but strong bank capital, stress tests, and moderate private debt suggest volatility ahead, not systemic collapse.
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