12/01/2026 ECB to stay on hold in early 2026 For now, the ECB is in a 'good place', with services inflation remaining high and activity data improving more than expected.
5/01/2026 Looking ahead after an exceptional 2025 2025 was an exceptional year for markets, with international equities and gold leading.
22/12/2025 Eurozone Multi-Asset shines in 2025 Double-digit returns on a 50-50 Eurozone allocation make 2025 one of the best years of the last decade.
19/12/2025 Podcasts Monetary policy resolutions for a new year - Global Investme... In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...
18/12/2025 Portfolio Strategy The Journey of Global Liquidity All assets are influenced by global liquidity. Liquidity flows from central banks, governments, and regulations through the economy down to markets.
10/12/2025 Insurance Navigating equity risk in evolving capital frameworks: the c... Explore equity overlay and how they can help insurers under evolving capital frameworks optimise their equity SCR while maximising return potential
1/12/2025 Real & Alternative Assets Tailwinds for Merger Arbitrage, with Europe in the fast lane Global M&A has resumed after a pause, reopening a larger investible universe for merger arbitrageurs. We discuss the outlook for Merger Arbitrage hedge...