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Latest insights

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Hawks will begin to circle, as inflation heat rises over the summer

The week saw Fed hawkishness intensify alongside AI-driven inflation concerns, whilst the Eurozone faces fiscal pressures and Japan normalises policy.

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Mark Dowding
Jun 05, 2026

Dollars and Sense podcast

In this episode of Dollars and Sense, we discuss increased geopolitical risk, the AI hyperscaler buildout, and European banking resilience.

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Marc Stacey
Jun 03, 2026

Global Equity Investor insight | May 2026

AI optimism vs. economic headwinds: Jeremy Richardson looks into how concentration in AI stocks is testing active management's core principles.

Over the moon

This week U.S. stocks hit fresh highs amid a continued AI frenzy, but markets appear too sanguine on inflation risks.

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Mark Dowding
May 29, 2026

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.

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