US small caps – Reasons...
US small-cap stocks had a strong start to 2026 with the Russell 2000 index significantly outperforming the S&P 500 large…
30/04/26
Equity
-
Podcast
-
Article
Take Two: US and Japan...
Take Two: The world of finance in two minutes This week Global stock markets were buoyed by the extended ceasefire…
27/04/26
-
Article
View from the Markets: Chips...
Korean stocks are flying, led by semiconductor and other computer hardware stocks. In the US, technology companies’ earnings reports have…
24/04/26
-
Video
Fixed Income Quarterly: Why a...
Watch Olivier de Larouzière discuss his outlook for bond markets, the need for investors to be selective in fixed income,…
23/04/26
-
Video
Quarterly Outlook - Looking through...
Amid sticky inflationary pressures and shifting growth dynamics, what do rising bond yields mean for fixed income investors? And can…
21/04/26
-
Article
Water: The hidden constraint shaping...
Structural megatrends are pressuring water resources, increasing scarcity and challenging long‑term sustainability and economic growth. This creates opportunities for investors…
21/04/26