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Latest insights

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Not flinching when others wince

Global yields jumped this week, while technicals appeared to dominate fundamentals in US Treasuries and European energy security concerns persisted.

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Mark Dowding
Sep 25, 2026

Inflation: Back to the 70s?

Analysis of whether today's inflation risks echo the 1970s, examining supply shocks, AI's disinflationary potential, and policy responses.

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Mike Bell
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Asian Equity Responsible Investment Report 2026

In our Asian Equity RI 2026 Report, we explore Japan's AI-driven labour risks, Australia's social media ban, and China's battery dominance.

Securitized credit: a versatile spectrum of portfolio roles

How securitized credit serves multiple portfolio roles and what drives its return.

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Sid Chhabra
Sep 18, 2026

Has the 2026 bond bear market reached a turning point?

Fed rate hike stabilizes U.S. yields this week, though inflation outlook remains tied to energy costs and Middle East developments.

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Mark Dowding
Sep 18, 2026

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