It was a short week due to the Thanksgiving holiday in the US. However, market price action was supportive as positive sentiment returned and our preferred sentiment index, the VIX, fell sharply back below 17 from a high-stress level of 25, the previous week.
While we may lack the mystical foresight of Brahan Seer, Scotland’s legendary prophet, we can see that clear trends are shaping investment landscapes. Looking ahead to 2026, elevated risk appetite...
After 2024’s Halloween horror show, Chancellor Rachel Reeve’s Budget on Wednesday 26 November 2025 was an opportunity to pull open the Christmas Crackers early and inject some much-needed festive...
Investors fully price a December Fed cut as US consumer data softens; global growth remains mixed, with Australia’s inflation surprising on the upside.
We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
Listen to our CIO, Alternatives CEO and Global Chief Strategist as they discuss the major shifts underway in the macro and policy environment, how it impacts global profits and the alternatives for...
Discover how private market trends are evolving for 2030. Hear industry leaders unpack the megatrends, opportunities, and challenges shaping real assets—and why diversification and adaptability are...
Japanese equities enter 2026 with supportive political, economic and policy conditions, underpinned by the new Takaichi administration and strengthened US-Japan ties. Shareholder activism and M&A a...
Over the past two years, the European Union has signaled a clear strategic shift, launching a series of initiatives aimed at restoring the continent’s leadership in a sustainable way.
As private credit expands across Europe, distinct market dynamics are emerging, shaped by differences in regulation, borrower profiles, and capital needs. This evolving landscape is redefining what...
Listen to the podcast with Josh Crabb and Karnail Sangha on Emerging Markets
The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to p...
Why a new economic regime calls for a reassessment of risk and rewards
Explore market data and capital markets trends for nonprofit healthcare providers as the economic backdrop and interest rate outlook evolves.
Driving innovation and interoperability in global capital markets with Distributed Ledger Technology (DLT)
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