After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
Insights
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 ‘politicisation’ of central banks is more than just an awkward word to pronounce. It reflects a growing political pressure on central banks caused by an evolving macroeconomic and political backdrop. At a recent dinner attended by policy experts, we discussed the changes that have taken place and how this might affect fixed income markets.
Investor implications of Sir Keir Starmer’s resignation as UK Prime Minister.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
The first half of 2026 evidenced that REITs are not just a macro-sensitive rates trade.
Newly installed Fed Chair Kevin Warsh delivered a quietly hawkish statement after leading his first FOMC meeting.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.
Views on the Bank of Japan's latest rate hike and implications for investors.
Encouraging Middle East developments may not alter the broader fundamental backdrop for investors.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.