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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...
CBRE's UK Residential Forecasts Q4 2026 examines the outlook for rents, house prices, and London new home sales, highlighting the impact of borrowing costs, affordability, and supply constraints on...
As US voters prepare for the midterm elections, Chief Investment Officer Fahad Kamal explores a familiar challenge for investors: distinguishing between short-term political weather and the longer-...
Higher rates put renewed emphasis on risk management and genuine diversification
Stocks continued to climb to record highs this week and it appears that bullish momentum may propel stocks higher next week.
New risks reinforce the need for high-quality, complementary return drivers.
The September Tankan reinforces the case for gradual BOJ normalisation, highlighting resilient activity, persistent labour shortages and ongoing price pass-through. Yet earnings growth, margins and...
When market leadership rotates: why Swiss equities can be a valuable addition to any equity portfolio
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