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Latest insights

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Kept in the dark

U.S. inflation met expectations this week, whilst Fed independence concerns emerged and Middle East tensions pushed European energy prices higher.

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Mark Dowding
Aug 14, 2026

The high-grade credit opportunity from AI

AI is reshaping the corporate bond market at the long end of the curve and creating a potential buying opportunity for active managers.

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Neil Sun
Aug 12, 2026

Patriot Games

Iranian peace deal hopes lifted markets this week, whilst depleted U.S. Patriot missile stocks strengthened Tehran's negotiating position.

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Mark Dowding
Aug 07, 2026

Markets with Mike July 2026

Mike Bell explores how broader diversification across global equities, fixed income and absolute return strategies can help strengthen portfolios.

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Mike Bell
Aug 04, 2026

No clear plan?

The Fed kept rates unchanged this week, as new Chair Warsh's debut disappointed, whilst credit markets softened and inflation risks persisted.

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Mark Dowding
Jul 31, 2026

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