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From the US Market Desk: Now...We Wait...
  • 31 Aug 2026

Get ready each week with high-conviction insights that go beyond media headlines.

Asset Management Market Flash: Riding High, but walking on the Tightrope
  • 28 Aug 2026

• The lull in tensions over Iranian oil driven by Strait of Hormuz negotiations is overshadowed by the resumption of the trade war waged by Washington against Canada and China.• Economic activity i...

Can AI make essential minerals greener? Rethinking rare earths for the energy transition
  • 28 Aug 2026

Discover how AI is transforming critical minerals and rare earth production, from smarter mining exploration and recycling to new materials for the energy transition.

Chairman Warsh’s Jackson Hole Speech Emphasizes Price Stability
  • 28 Aug 2026

The Federal Reserve chairman discussed monetary policy principles, the economy, and AI – and left little doubt the Fed is focused on taming inflation.

Emerging Markets Inflection Points
  • 28 Aug 2026

How sustainability and transition trends are reshaping EM companies.

Global Markets Weekly Update
  • 28 Aug 2026

U.S. consumer sentiment weakens as PCE inflation remains above Fed target

Mind the cap(ex): why sterling credit may be less exposed to the AI debt wave
  • 28 Aug 2026

The race to build AI is reshaping corporate bond markets. Could the sterling market’s relative insulation offer some potential benefits?

Quick View: Warsh delivers clarity, not guidance, in Jackson Hole
  • 28 Aug 2026

In his clearest language yet, Fed Chairman Kevin Warsh laid out his guiding principles for monetary policy, and especially the central bank’s commitment to price stability.

The AI Boom Runs Through Emerging Markets
  • 28 Aug 2026

Discover how emerging markets support AI chips, data centers and materials.