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Investment returns

Turning 2025 to 2026

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2025 year in review: What we got right and what we didn’t

Factoring in climate risks and opportunities in financial analysis and investment decisions

Whitepaper

Indirect climate risk in financial analysis

Research Briefing

Strategy Key Themes 2025: Opportunities amid heightened uncertainty

Research Briefing

Macro impact of Trump’s tariffs on the UK shouldn’t be overstated

Research Briefing

Markets have soured on the UK Budget, but calm should return

Blog

Five key commodity trends to watch for in 2025

Gold bars on dark background

Research Briefing

Gold rush will lose steam, but still a good strategic bet

Research Briefing

Global Asset allocation boosts industrial, raising concentration risk

Research Briefing

Forecasting Economic Outcomes from the US Election

Global Yen volatility - so far, just a tremor for global markets

Research Briefing

Yen volatility – so far, just a tremor for global markets

Research Briefing

Equities Quick Take – A healthy tech correction

Blog

Small-cap stocks outperformance has further room to go

Swedish Krona notes, Sweden

Research Briefing

Closing our short SEK trade to capitalise on the Scandi FX sell-off

Blog

Could the election spark renewed interest in UK-focused stocks?

Research Briefing

The bullish structural case for gold

Blog

Labour’s plan to build more homes is encouraging, but do not expect it to profoundly reform the market

Research Briefing

Measuring cross-country exposure to China-Taiwan tensions

Blog

Second Trump presidency poses a risk to US industry

The-enduring-appeal-of-US-Treasuries-to-Japans-investors

Research Briefing

The enduring appeal of US Treasuries to Japan’s investors

Research Briefing

The China electric vehicle boom promises much

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