10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
24/03/2022 Investment Views Global Investment Views - April 2022 The first month of the Russia-Ukraine war has driven volatility up across the board, though with some recent signs of stabilisation in equity markets.
17/03/2022 Economy & Markets 15-16 March FOMC review: we have full throttle lift off Understanding the outcome of the March FOMC meeting and its market implications
2/03/2022 Geopolitics Shifts & Narratives #14 - Russia conflict marks a further st... Understanding the long-term implications of the Russian-Ukraine conflict in the regime shift in course.
28/02/2022 Investment Views Global Investment Views - March 2022 The geopolitical escalation at month’s end marks a further rise in volatility. Credit spreads (IG, HY and Euro peripherals) continued to widen while equity...
11/02/2022 Sustainable Finance Equity Convexity and Unconventional Monetary Policy In this paper, we intend to gain an understanding of the drivers of stock convexity, also known as gamma.
9/02/2022 Economy & Markets Inflation is starting to burn - Strategies to protect portfo... Understanding our key convictions and portfolio implications on inflation trends ahead