insights.

Is the recent rally in Chinese stocks sustainable? Could the yuan be devalued? We examine the outlook.

What does the rest of the year have in store for the UK economy, the Bank of England, stocks, gilts and sterling?

How is today’s geopolitical and investment landscape changing the drivers of sustainable investments, and what strategy should investors adopt?

We examine whether today’s high levels of stock market concentration are sustainable.

How should investors be positioned in a deeply divided world?

What is happening to inflation? And will strong US demand or geopolitical risks derail the rate-cutting cycle? We examine the outlook.

Energy markets are in the headlines – what do diverging oil and natural gas prices mean for the economy and our investment preferences? 

When is a China investment not a China investment? We look at proxy ways to gain access to the world’s second-largest economy.