This month’s long read explores the rising stagflation risks in the UK and the US, driven not by commodity shocks but by domestic policy measures. With inflation accelerating despite subdued growth, we examine how these dynamics are influencing asset prices, challenging the soft landing narrative, and reshaping portfolio construction
Read the October Portfolio Perspectives here.
The health of the US consumer is one of the most important determinants of the global economic outlook. Household consumption accounts for almost 70% of...
Global markets enter 2026 from a position of strength, yet with complexities that demand a nuanced approach. The past year defied expectations of volatility and...
Artificial intelligence has dominated global investment narratives for years, driving the rise of mega-cap technology firms and shaping equity performance.