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Latest insights

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.

Mark Dowding 80 x 80.jpg
Mark Dowding
Jul 31, 2026

Global Equity Investor insight | July 2026

AI’s golden moment: Jeremy Richardson looks into AI's market impact, potential economic broadening, and geopolitical risks.

Polina’s Perspective: Shooting for the moon - strategic rivalry in a fragile world

Polina Kurdyavko, Head of BlueBay Emerging Markets, shares her thoughts following recent visits to China and the Philippines.

Hot winds fan the flames

Bond yields rose this week on Middle East tensions and energy price spikes, while the Fed delayed tightening and European gas prices hit March highs.

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Mark Dowding
Jul 24, 2026

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