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The Weekly Brief
  • 21 Sep 2026

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 acce...

Take Two: Fed and Bank of Japan raise interest rates; Bank of England stays on hold
  • 21 Sep 2026

The US Federal Reserve raised rates by 25bp to 3.75%-4.0% and the Bank of Japan also hiked, while the Bank of England held.

Policy peculiarities, and a productivity “miracle”
  • 18 Sep 2026

The Bank of Japan raised rates, as expected. The decision was not unanimous, causing a modest market reaction. The yen has weakened—yelling “house” like a grandmother in a bingo parlor does not off...

U.S. healthcare costs are projected to climb 11% by 2027. Is your strategy ready for what's next?
  • 18 Sep 2026

Key highlights from our 2026 Best Practices in Healthcare Survey, how 471 U.S. employers are navigating historic cost pressure.

Why market structure rewards active management in local currency EMD
  • 18 Sep 2026

The dispersion between economies, the distance between benchmark eligibility and true opportunity, the multiple independent drivers of return, and the inefficiencies thrown up by the market's own m...

Europe's Retirement Challenge
  • 18 Sep 2026

Pensions are a growing burden on public finances. Our Chief International Economist Vaibhav Tandon explains.

What happens if Iran is setting global rates?
  • 18 Sep 2026

Central banks are increasingly citing oil prices as a reason to consider tightening policy, departing from the traditional practice of looking past one-off oil price shocks.

African aviation: Opportunities grow, challenges remain
  • 18 Sep 2026

Insurance expertise can strengthen African aviation by helping manage risks and capture opportunities.

Airline Insurance Market Renewal Outlook: Q3 2026
  • 18 Sep 2026

The airline insurance market continues to be relatively benign in the main, but with the potential to change quickly if conditions evolve.