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2,400% and $150bn – what’s the connection?
  • 02 Oct 2026

4Q 2026 Market Outlook
  • 02 Oct 2026

An Invidious Choice? Towards Bond Market Crisis or Yield Curve Control
  • 02 Oct 2026

The yields on long bonds have risen to multi-decade highs. Debt sustainability fears have festered for years but to no tangible effect—either on investment portfolios or political debate. The most...

Crypto Rallies After The CLARITY Act Stalls
  • 02 Oct 2026

Digital assets rallied in September despite Fed rate hike; all eight indices rose led by DeFi at 31.8%

Emerging markets and the new geoeconomics
  • 02 Oct 2026

Emerging markets thrive amid US-China rivalry as Brazil, India, Vietnam and Mexico attract trade, investment and manufacturing flows.

Equity Outlook: AI, Higher Rates Raise the Bar for Diversification
  • 02 Oct 2026

New risks reinforce the need for high-quality, complementary return drivers.

Fixed-mobile convergence drives M&A in Eastern Europe
  • 02 Oct 2026

Telecom consolidation is reshaping Central and Eastern Europe as operators combine mobile, broadband, pay TV and fiber assets to build larger, converged platforms.

Global Macro Outlook: Fourth Quarter 2026
  • 02 Oct 2026

Despite geopolitical shocks, global growth remains resilient as AI investment helps offset headwinds.

HSBC AM Investment Weekly - Breaking down bonds
  • 02 Oct 2026

G7 bond yields have risen by around 100bp this year. What’s behind the sharp repricing in long-dated US Treasuries and UK Gilts?