Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Equities Update Making the relative case for European equities We think the underperformance of the European stock market relative to that of the US in recent years will reverse over the medium term as the AI-fuelled equity boom soon turns to bust. 15th September 2026 · 4 mins read Equities Focus Most indicators suggest the AI equity boom is nearing an end Looking across a range of equity market “bubble” indicators supports our view that while the S&P 500’s rally has further to run this year, its medium-term prospects are poor given how frothy the... 10th September 2026 · 10 mins read Bonds Update Gilts are down but not out Higher energy prices alongside renewed fiscal concerns have pushed Gilt yields to multi-decade highs, but we continue to think they will fall back over the next year or so. We’ll be discussing the... 3rd September 2026 · 4 mins read Climate Economics Update Learning to live with extreme weather events The increasing frequency and intensity of extreme weather events will be a greater source of economic volatility than in the past and could hit some sectors particularly hard. The changing nature of... 2nd September 2026 · 3 mins read Pagination Current page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next
Equities Update Making the relative case for European equities We think the underperformance of the European stock market relative to that of the US in recent years will reverse over the medium term as the AI-fuelled equity boom soon turns to bust. 15th September 2026 · 4 mins read
Equities Focus Most indicators suggest the AI equity boom is nearing an end Looking across a range of equity market “bubble” indicators supports our view that while the S&P 500’s rally has further to run this year, its medium-term prospects are poor given how frothy the... 10th September 2026 · 10 mins read
Bonds Update Gilts are down but not out Higher energy prices alongside renewed fiscal concerns have pushed Gilt yields to multi-decade highs, but we continue to think they will fall back over the next year or so. We’ll be discussing the... 3rd September 2026 · 4 mins read
Climate Economics Update Learning to live with extreme weather events The increasing frequency and intensity of extreme weather events will be a greater source of economic volatility than in the past and could hit some sectors particularly hard. The changing nature of... 2nd September 2026 · 3 mins read
