As we head into 2026, our attention is turning to the key themes for next year. But how did our...
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Climate and other sustainability challenges can affect the finance sector and have a material impact on returns to capital.
Research Briefing
We think the environment of strong US demand coupled with still ample global liquidity, should be positive for US risk...
Research Briefing
Our baseline forecast assumes that President-elect Trump won't increase tariffs on US imports from the UK. In fact, the main...
Research Briefing
Following Wednesday's UK Budget, gilt yields have risen sharply as financial markets appear concerned over the scale of the extra...
Looking into the next 12 months, we see a more nuanced outlook for commodities market. Here are the five key...
Research Briefing
We close out our tactical long position on gold that we re-opened in July 2024. Still, we remain bullish on...
Research Briefing
Based on our analysis, most investors are likely to allocate heavily towards industrial and away from offices over the next...
Research Briefing
As the US election approaches, the potential economic outcomes are on everyone’s mind. Regardless of the result, the economy is...
Research Briefing
Abrupt yen appreciations have been associated with, or preludes to, global financial instability. So far, the recent yen surge has...
Research Briefing
We think equities are underpinned by resilient activity, a broadening EPS recovery, and the prospect of imminent rate cuts.
This blog post emphasises the critical need for a comprehensive analysis in climate risk management, recognising the value of NGFS...
Research Briefing
We expected a bout of SEK weakness following the Riksbank rate cut in the spring, but we think the recent...
The UK election has concluded with Labour securing a landslide victory. This result is likely to set the stage for...
Research Briefing
In light of the recent consolidation period, we think there is still time to capitalise on the gold price upswing...
At the top of the Quality of Life category are cities with lower inequality and residents that live long lives....
Research Briefing
Contingency planning for possible disruptions caused by rising geopolitical tensions is becoming an increasingly important factor in business strategy planning....
The near-term outlook for US industry is expected to be relatively steady. However, the results of the upcoming election could...
Research Briefing
Some market participants are raising concerns over a fall in demand for US Treasuries from Japanese investors amid higher domestic...
Research Briefing
China's production of electric vehicles is booming, accounting for nearly 70% of global EV sales in 2023 with 9.5 million...
