The AI boom has led many investors to focus not only on the companies that are going to be the winners of the technological revolution, but also the losers. In this Bond Bulletin, we assess the rec...
Unpacking the various factors that have driven the precious metals rally
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
As artificial intelligence becomes ubiquitous, we are engaging with companies to balance AI innovations with the necessary safeguards to mitigate risks.
The step change that means AI will have a larger impact on the economy much sooner than expected.
No one really expected the US Federal Reserve to move rates this week and the bank kept its target range at 3.5% – 3.75%. The main focus was on any debate within the committee and the scale of any...
As expected, the Monetary Policy Committee (MPC) of the Bank of England (BoE) voted to hold bank rate at 3.75%. There was one dissent, with chief economist Huw Pill voting for a rate rise.
This month’s chart highlights the remarkable resilience of China’s exports, which continued to provide solid support to GDP growth in 2025, and appear poised to do so again in 2026.
Earnings growth powers markets to fresh highs
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