The unintended consequences of the UK's mini-budget.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
As central banks in Europe shrink their balance sheets, we consider the uneven impact across sectors of their stepping back from credit markets.
How securitised sectors might play a key role for bond investors amid a challenging interest rate environment.
US restrictions on semiconductor exports illustrate the prominence placed on controlling sophisticated technologies in global economics and geopolitics.
The US Inflation Reduction Act represents major progress towards the move to net zero
A turbulent year for both stocks and bonds may hold some silver linings.
The traditional 60% stock/40% bond allocation suffered deep losses during the first half of 2022, but that doesn’t mean it’s time to give up on a diversified portfolio.