21/09/2026 The Fed raises policy rates The Fed raised rates for the first time since 2023, bringing them into the 3.75% - 4% range. The decision was unanimous.
14/09/2026 The ECB raises policy rates The ECB raised rates to 2.50%, remaining determined to deliver on its target of price stability in the medium term.
9/09/2026 Investment Views Global Investment Views - September 2026 This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.
7/09/2026 Bond yields on the rise again Global bond yields have risen again across all maturities, with longer-dated bonds reaching multi-year highs.
31/08/2026 Iran conflict: Diversification at play In the six months since the start of the Iran war, global growth has remained resilient, while inflation has stayed above target.
25/08/2026 Podcasts Outerblue Talks Research - The Lifecycle Remix - How the Gli... How the glide path helps portfolios adapt over time by balancing human capital and financial capital, and why broader diversification matters when stock-bond...
19/08/2026 Capital Market Assumptions Asset Class Returns Forecasts H2 2026 H2 2026 CMA update confirms a regime of ruptures, with expected returns improving in fixed income and selected equity markets.
