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We offer forums, educational programs, and targeted thought leadership for clients seeking to grow their knowledge of equity and fixed income markets, derivatives, asset allocation strategies, and risk-management practices.
SpaceX IPO: 3 questions on what the next mega listing could mean for investors
SpaceX's IPO is set to be the largest in history. What does this mean for markets, investors – and subsequent IPOs?
Weekly Market Update
What do you need to know about the markets this week? Tune in to Paul Skinner's weekly market update for the lowdown on where the markets are and what investors should keep their eye on this week.
Growth outlook faces a new test: Inflation
Explore our latest views on risks and opportunities across global capital markets.
Markets are underestimating the persistence of inflation
Macro Strategists Eoin O'Callaghan, Michael Medeiros and John Butler share their macro outlook for the remainder of 2026 and discuss the implications of the ongoing energy shock for markets and investors.
Selective risk-on: Our latest multi-asset views
With strong results across the major asset classes, 2025 may be a hard act to follow. Our experts discuss the factors shaping their outlook for stocks, bonds, and commodities, from earnings growth to political winds.
The Iran war is changing the bond playbook
Regional wars, inflation, and shifting fiscal priorities are creating new challenges for the bond market. Fixed income portfolio manager Brij Khurana explains why investors may need to look beyond traditional core bond markets for opportunities.
A credit investor’s perspective on inflation, fiscal policy, and AI
Paul Skinner, Investment Director, and Connor Fitzgerald, Fixed Income Portfolio Manager. explore the forces shaping the economic landscape today, from the inflation outlook and the evolving role of fiscal policy, to the transformative impact of artificial intelligence on markets and corporate behaviour. Connor shares his perspective on where opportunities and risks are emerging across fixed income and what it all means for investors positioning their portfolios in an uncertain environment.
Emerging markets: cyclical recovery or secular opportunity?
Optimizing a small-cap allocation: Why the building blocks matter
Small-cap implementation matters. Explore how blending quant breadth with disciplined fundamental research can improve resilience.
An insurer’s guide to the public/private credit convergence
Our experts explain why insurers are increasingly focusing on integrated public and private investment-grade credit strategies and highlight potential benefits and practical considerations.
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Monthly Market Review — April 2026
A monthly update on equity, fixed income, currency, and commodity markets.
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