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Latest insights

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The Philippines: the future is young

A research trip to the Philippines revealed a country facing headwinds and stock valuations at historic lows, but also a young, dynamic population.

Will Warsh end up more hawkish than Powell?

This week, U.S. inflation risks point to a more hawkish Fed, while the AI investment buildout continues to drive tech demand.

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Mark Dowding
May 22, 2026

Markets with Mike: Stop being shocked by shocks

Political and economic shocks are becoming more frequent. Mike Bell, Head of Market Strategy explains why and the portfolio implications.

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Mike Bell
May 21, 2026

AI & software disruption: impact on credit markets

A recent repricing in fixed income could create a relative value opportunity within US HY bonds against other leveraged finance markets.

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Tim Leary
May 19, 2026

Inflation pressures?

Global bond yields rose this week amid building inflation pressures, whilst UK political uncertainty sent gilt yields to 30-year highs.

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Mark Dowding
May 15, 2026

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