Insights

Latest insights

Barometer: Neutralising risk

China's re-opening has failed to deliver a market rally, US banking sector remains jittery and inflation is proving sticky. We extend our already cautious stance by shifting more positions to neutral.

Re-imagining the future: the case for engagement

Weekly house view | Refocusing on fundamentals

Monthly house view | June 2023

Brave New World | Podcast

Markets

Barometer: Neutralising risk

Weekly house view | Refocusing on fundamentals

Monthly house view | June 2023

The ECB at 25: tried, tested and ready for whatever comes next

UK macro and bonds update

Credit markets update

Weekly house view | Discretionary recession

Weekly house view | Debt ceiling: the clock is ticking

Beyond markets

Re-imagining the future: the case for engagement

Brave New World | Podcast

The battle for green supremacy

Thinking aloud on taking responsibility

The linguistic quagmire of blended finance

Found in Conversation

Brave New World | Podcast

Powering the Future: Why Microchips are the Building Blocks of Technological Advancement

Rethinking climate change mitigation

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