Monthly Market Views: Strong US...
Key points Strong US growth raises rate risks Oil prices have been the tail wagging the market dog recently and…
29/09/26
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From AI ecosystems to industrial...
The period spanning the second half of 2025 and the first half of 2026 marked a watershed moment for smaller…
14/09/26
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Monthly Market Views: The prospect...
Key points Facing the rate threat Equity markets enter September with a strong earnings tailwind behind them. Results for the…
02/09/26
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US high yield: Selective opportunities...
The last few months have not been straightforward for fixed income markets. As oil prices surged amid the Middle East…
18/08/26
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Monthly Market Views: Equity earnings...
By Daniel Morris, Chief Market Strategist; Alessandro Tentori, Chief Investment Officer, Europe; Chi Lo, Senior Market Strategist, Asia Pacific …
06/08/26
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The quiet outperformer: A compelling...
Introduction and asset class overview The sukuk universe has evolved from a niche financing instrument of Islamic finance into a…
29/07/26