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While the Chancellor met her fiscal rules with unexpected headroom, the real challenge lies in delivering on future commitments.
The UK Budget has finally passed with predictable grimness. It is unlikely to solve Britain’s multi-decade stagnation. UK-based investors can, however, capitalise on decline.
As we near 2026, the global economy stands at the crossroads of technological acceleration and policy fatigue. Liquidity and optimism coexist with structural imbalances. For investors, the challeng...
Japanese equities enter 2026 with supportive political, economic and policy conditions, underpinned by the new Takaichi administration and strengthened US-Japan ties. Shareholder activism and M&A a...
We expect a modest slowing in global growth through 2026, with the year shaped by policy divergence, persistent trade uncertainty and an evolving set of relative value opportunities across global f...
We have a positive outlook for Asia in 2026, with the region seen to be supported by improving trade, contained inflation and supportive fundamentals. As monetary policies diverge, narrowing rate d...
While the early indicators of economic growth appear strong for 2026, stretched valuations keep us in a wait-and-see mode. Should the Fed deliver cuts to the extent expected by the market, conditio...
Japan has unveiled its largest stimulus package since the pandemic, focused on household relief and tax cuts, while abandoning its single-year primary balance target. While the package may support...
The adoption of AI among energy and shipping companies is growing steadily. While it's helping to cut operational costs, boost productivity, and reduce emissions, a shortage of skills, data integra...
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