Our May Roadmap assesses why the gold price has risen to new highs, even as bond yields have risen. The main candidate is a much higher level of central bank purchases, as the risk to some central banks in holding dollar liquidity are perceived to have risen. We also provide our latest assessment of market opportunities.
Read the full Investment Roadmap here.
For more than a decade, US equities led global markets. Since the end of 2024 they have not. They have returned around 30% in dollar...
At the start of 2026, the consensus expected a benign year: central banks easing, inflation drifting back towards target, and the main debate the pace...
In this month's Portfolio Perspectives, we examine three themes shaping client portfolios: the evolving investment case for Chinese equities, the implications of rising Middle East...