The implications for financial markets as concern mounts over the looming U.S. debt ceiling.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
We expect key issues that have materialised this year to be influential in market movements going forward.
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
Considering long-term themes in industrials during the latest stretch of market volatility.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.
Volatility and noise in financial markets increased markedly in the first quarter of 2022. Can investors find a useful signal in commodity markets that can shed some light in a somewhat uncertain world?
The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.