Our latest news and insights

This month’s long read focuses on the growing challenge of debt sustainability across developed and emerging markets. With deficits entrenched and interest costs rising, we examine how fiscal dynamics...

This month’s long read explores the increasingly important role of currency strategy in multi-asset portfolios. While US equities have regained leadership and market sentiment has stabilised

As we reach the mid-point of 2025, our long read reflects on the key drivers that shaped global markets in the first half of the year—and outlines the major...

This month, our focus is on using options markets to hedge downside equity risk. We have been active users of these instruments in recent months, and to a greater...

While equity markets have shown some recovery, the instability in the global macroeconomic environment persists and prospects for a soft landing are fading. At the same time, equity valuations...