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Latest insights

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Bessent puts his reputation on the line

The U.S. Treasury announced longer-dated bond buybacks this week, while Middle East tensions rose and AI-driven market volatility increased globally.

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Mark Dowding
Aug 21, 2026

Global Equity Investor Insight | August 2026

Jeremy Richardson looks into Q2 winners, widening opportunity, and what's changing beneath the surface.

Markets with Mike | August 2026

After its phenomenal 15-year run, Mike Bell explores where the opportunities lie beyond the US.

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Mike Bell
Aug 18, 2026

Kept in the dark

U.S. inflation met expectations this week, whilst Fed independence concerns emerged and Middle East tensions pushed European energy prices higher.

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Mark Dowding
Aug 14, 2026

The high-grade credit opportunity from AI

AI is reshaping the corporate bond market at the long end of the curve and creating a potential buying opportunity for active managers.

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Neil Sun
Aug 12, 2026

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