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4 keys to maximizing AI with your employee communications
  • 22 May 2026

Effective communication creates clarity, builds confidence and drives connection. Explore 4 priorities for AI-enabled communication that delivers transformative outcomes, not transactional outputs.

AI & Semiconductors: Durable Earnings Momentum into Year-End
  • 22 May 2026

Equity gains driven by earnings upgradesDespite lingering uncertainty surrounding the situation in Iran, global...

AI Credit Expansion: Assessing the Micro and Macro Risks
  • 22 May 2026

Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.

Balancing Act Monthly Insights: Global Multi-Asset (May 2026)
  • 22 May 2026

We upgraded both our growth and defensive scores, moving the former to an overweight and bringing the latter to neutral.

Bank Deregulation Taking Shape
  • 22 May 2026

Will easier regulations make bank loans more competitive?

Cuba Libre
  • 22 May 2026

Cuba's potential will be difficult to unlock.

Economics Weekly: U.S. Consumer Is OK, but This Is Not a Consumer-Driven Expansion
  • 22 May 2026

In this Economics Weekly, Richard de Chazal looks at the U.S. consumer, with the view that they are still resilient, even as they face some headwinds. Simply put, this is not a consumer-driven reco...

Flash Fixed Income: The UK political crisis premium
  • 22 May 2026

UK government bond yields have pushed higher this month as markets have digested a building political crisis, with the prime minister, Sir Keir Starmer, now set to face a Labour Party leadership co...

Focused on fundamentals: why active investing matters in European equities
  • 22 May 2026

Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.