Monthly Market Views: Japanese yields...
Japanese government bond yields have been on the rise, with 10-year issues hitting 2.35% on 20 January. There are numerous…
05/02/26
Fixed income
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Article
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Article
Multi-Asset Views – No need...
These are the core investment decisions from this month’s report on our multi-asset investment views. Staying overweight on global equities…
02/02/26
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Article
Building resilience with flexible fixed...
The global economy enters 2026 with resilience. Growth forecasts have been revised upward – the International Monetary Fund now projects…
02/02/26
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Article
Politics, currencies and relative value
The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the ‘debasement’…
30/01/26
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Article
Absolute return bonds for an...
In a world where economic uncertainty and unpredictable inflation mean visibility on central bank policies is poor, investors are searching…
27/01/26
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Article
Given the uncertainty over inflation,...
The economic outlook for 2026 appears to be in equilibrium. Inflation is close to the targets set by the main…
23/01/26