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.
28/09/2023 Investment Views Global Investment Views - October 2023 Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall...
8/09/2023 Investment Views Global Investment Views - September 2023 Our latest global investment views looks into what investors can expect as we head into the final months of 2023, including GDP growth divergences, central...
8/08/2023 Economy & Markets US credit rating downgrade: investment implications The Talks outlines the investment and geopolitical implications of Fitch's downgrade of its credit rating for the United States.