After a period of market consolidation, investors are again at a crossroads. AI remains a key long‑term economic and market theme, though the transition brings uncertainty.
Find out how our active approach to stewardship was borne out in 2025.
Access to clean water may be a deciding factor in who wins or loses the AI race.
In this month’s Allocation Views, healthy earnings growth is disguising a bifurcation that has resulted in particularly challenging earnings expectations for large-cap growth stocks in 2026.
AI won’t replace biotech — it will supercharge it.
The oil price shock has driven unprecedented moves in European rates since the start of the war in Iran. In the wake of the two-week ceasefire announced on 7 April 2026, this week’s Bond Bulletin e...
The reaction to the latest oil price shock provides further evidence that those countries which have taken steps to strengthen their financial position are being rewarded by bond investors.
Global credit delivered negative returns in March, reflecting a period of spread widening on the back of the conflict in the Middle East and related concerns around oil prices.
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
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