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The Fed message, a tweak in debt issuance and soft payroll combined to take US long-term yields down. The fiscal trajectory remains a major hurdle though. Good...

Key points: Short-duration bonds can potentially offer higher yields but typically carry greater reinvestment risk while longer duration strategies can potentia...

Key points: Chemicals help form the backbone of modern economies, providing numerous everyday benefits and enabling innovation. But how can we continue to reap...

Key points The renewed supply-driven rise in oil price shows that the risk of inflation rising once more is currently the biggest risk to markets so investors s...

Key points: Stellar Q3 GDP in the US puts the resilience theme even more in focus The ECB is now more cautious, but its “high for long” narrative will come...

The US dollar has held its strength since the last Federal Reserve (Fed) interest rate hike. Given the resilience of the US economy, it’s hard to bet against...

Powell’s cautious words did not tame the bond market These days, high oil prices come with a strong dollar. That’s a double whammy for European inflation We...

Key points: Technological innovation combined with labour shortages are driving growth of robotics and automation We see potential investment opportunities in t...

Yields have gone up on bonds relative to the yield on equities. The gap, in some cases, is back to levels not seen for more than 20 years. To me that suggests t...

Key points: COP28 follows the first global stocktake of progress towards climate goals, which have starkly highlighted that far more action is urgently needed T...