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Latest insights

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Patriot Games

Iranian peace deal hopes lifted markets this week, whilst depleted U.S. Patriot missile stocks strengthened Tehran's negotiating position.

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Mark Dowding
Aug 07, 2026

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.

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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.

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