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The Weekly Brief

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation accelerating sharply in April. While a sizeable pick-up had been expected owing to higher energy bills, water bills, employer…

The archive

All Equities insights.

Source Title Topics Published Actions
Franklin Templeton AOR Update: The Big Picture Beats Politics
Macrobond Financial What Markets Do After Elections
World Gold Council Gold Demand Trends: Q3 2026
World Gold Council Gold Market Primer: Market size and structure
Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
Baillie Gifford Brazilian equities: beyond the ballot box
CBRE Business Insights | European Flex Market Report 2026
Columbia Threadneedle Investments In Credit Weekly Snapshot – Tech it to the limit
Franklin Templeton Emerging Markets Insights: Big Tech AI Spending
Harding Loevner Four takeaways from earnings season
Janus Henderson Investors Europe’s unloved opportunity: Finding quality amid the pessimism
Morningstar Managed Accounts Under Adverse Market Scenarios
Ninety One Multi-Asset Strategy Quarterly – October 2026
S&P Global Carbon removals coming of age: BECCS and the future of carbon markets
S&P Global India's crude imports hit record high in Oct as refiners stock up for festivals, product exports
Hamilton Lane Weekly Research Briefing
EFG International How technology is redefining the limits of ocean racing - interview with Team Malizia
UBS Asset Management Defiant consumers?
AllianceBernstein Healthcare Stocks Deserve a Second Opinion
Ameriprise Financial Can the next Congress really address Americans’ kitchen-table concerns?
Ashmore Group AI concerns drive further tech downside as US midterms loom
Barclays Private Bank AI sell-off: strong demand vs. funding needs
Barings What's Driving the Growth of Private Investment Grade Credit?
BNY Investments Le Déluge: On the brink of a French fiscal crisis?
Breckinridge Capital Advisors Concentrate on This: AI’s Expanding Reach Across Corporate Credit

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