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Review of the week: Take the long view on rates
Last Updated: September 30, 2025
UK inflation may shock gilt markets this week. But if so it’s likely to be a passing phase as price rises continue to cool over the summer.
Review of the week: An independent scapegoat?
Last Updated: September 30, 2025
The Bank of England is throwing the kitchen sink at runaway inflation. Will it be enough, and are there some things that are outside its control?
Review of the week: No rain, no rain
Last Updated: September 30, 2025
Economic data has been confusing for a while. Thankfully, there’s a central bank hiatus just big enough to slip Wimbledon into.
Review of the week: Interesting times for bonds
Last Updated: September 30, 2025
Normally staid bond markets seem highly strung lately, but there are reasons to hope for some loosening up
Hips don’t lie
Last Updated: September 30, 2025
The chemicals sector is often the canary in the economic coal mine, so a spate of profit warnings spark a discussion among the team. Meanwhile, is the pent-up demand from COVID-delayed elective surgeries finally coming on stream, and what would it mean for med-tech companies? Finally, the team takes a deep dive on German industrial giant Siemens, which has spent a decade reshaping its business.
Review of the week: Running hot and cold
Last Updated: September 30, 2025
Inflation is falling nicely in the US, will British CPI follow suit this week? Meanwhile, China battles deflation as its economy stutters.
Review of the week: Which path are we on?
Last Updated: September 30, 2025
Updates on inflation and unemployment arrive this week. Will they give investors more clarity about the paths of interest rates?
Review of the week: Rolling Returns
Last Updated: September 30, 2025
A Santa rally is in full swing for stocks and bonds, capping off a year of large swells for investors. While returns flow, climate policy is ebbing at COP28 in Dubai.
Review of the week: The Chancellor’s Goodwill Hunting
Last Updated: September 30, 2025
The government has more cash to work with after better-than-expected GDP growth and higher tax receipts. How will the extra money be used?
The AI opportunity: it’s more than just Nvidia
Last Updated: October 1, 2025
The AI revolution is more than just the handful of household names at the top of the S&P 500. Global equity analyst Siyuan Lin outlines just some of the businesses making up the diverse ecosystem needed for the technology to thrive.
The UK faces tough choices – it needs to act
Last Updated: October 1, 2025
As the UK summer slowly rolls towards autumn, the government’s second Budget approaches. Head of Multi-Asset Investments David Coombs is getting concerned that Labour isn’t bold enough to deal with pressing problems.
Finding the perfect partner: where profit meets purpose
Last Updated: October 1, 2025
Finance often gets a bad rap – sometimes justified! – yet it’s a sector that looms large because of the extraordinary leverage it can bring to bear. As our sustainable investment analyst Neil Smith explains, when harnessed right, it can help create a whole lot of good.