Latest multi-asset & multi-strategy thinking
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The week in markets: Bonds take centre stage
21 Aug 2026
Bonds dominated the week as debt, deficit and inflation concerns pushed long-term government yields to multi-year highs.
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Multi-asset chart of the month for August: US rally broadens out from reliance on Big Tech
19 Aug 2026
The ‘Magnificent Seven’ group of Big Tech companies is no longer the key driver of US equities, as the rally broadens out to other sectors.
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Contemporary alchemy
5 May 2026
Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.
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Strangled strait
27 Apr 2026
With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.
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