With US Treasury yields at 5%, we explore whether ‘crowding out’ is a phenomenon evident in fixed income.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The securitised sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit. Here we unravel the sector's distinguishing features.
Tokenisation is no longer theoretical. Learn why breaking down digital asset "walled gardens" could unlock liquidity, efficiency, and growth.
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
Why we think small caps can build on renewed performance strength.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Considering the risks posed by AI to technology and software loans.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.
After a notable pickup toward the end of last year, biopharma M&A and IPO activity have accelerated in 2026.