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Latest insights

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EM local markets – the next safe haven?

The potential of a lower US dollar and the latest ‘China Shock 2.0’ are providing interesting opportunities for EM local currency fixed income.

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Zhenbo Hou
Oct 02, 2026

French society needs to embrace change, or its politicians won't…

Bond markets saw French spreads at crisis highs this week, whilst falling U.S. inflation and easing rate hike fears offered relief.

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Mark Dowding
Oct 02, 2026

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
Sep 24, 2026

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.

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