Our latest news and insights

This month we examine the arguments suggesting that much of the equity market rally from last autumn is speculative and hence fragile. We point to some more fundamental improvements...

In addition to our views on markets, there are special articles on the Japanese equity market and the renewed interest in crypto currencies within venture capital. Read the full...

The key feature of our February Investment Roadmap is the UK equity market, and we explore some longer-term reasons for its subdued performance. We also summarise our latest market...

Our January Investment Roadmap sets out our investment views for 2024. Last year, returns to many asset classes were strong, but largely achieved in the final few weeks of...

The main article explores the issue of return compression between equities and credit. Equity returns have in general been higher than credit returns year to date, but for many...

This month we cover possible conflicts between ESG and broader financial objectives, and the current state of the IPO market. There are also summaries of our current market views...