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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

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.

Markets with Mike: Stop being shocked by shocks

Political and economic shocks are becoming more frequent. Mike Bell, Head of Market Strategy explains why and the portfolio implications.

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Mike Bell
May 21, 2026

An alternative way to classify hedge fund risk

With our customised hedge fund solutions, clients can tilt towards return profiles with convexity characteristics to help deliver diversification.

Polina’s Perspective: When Washington Burns and Markets Stay Cool

Following a visit to Washington DC for the IMF meetings, Polina Kurdyavko shares her thoughts.

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