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Latest insights

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Will Warsh end up more hawkish than Powell?

This week, U.S. inflation risks point to a more hawkish Fed, while the AI investment buildout continues to drive tech demand.

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Mark Dowding
May 22, 2026

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

AI & software disruption: impact on credit markets

A recent repricing in fixed income could create a relative value opportunity within US HY bonds against other leveraged finance markets.

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Tim Leary
May 19, 2026

Inflation pressures?

Global bond yields rose this week amid building inflation pressures, whilst UK political uncertainty sent gilt yields to 30-year highs.

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Mark Dowding
May 15, 2026

European banks are not the banks of 2008. Is it time to rethink AT1s?

Banks’ capital strength, profitability, and business model quality have improved in recent years, and we believe the sector deserves a fresh look.

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Marc Stacey
May 13, 2026

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