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 Bonds Update Fiscal fears likely to stay baked into Gilt yields We still think the 10-year Gilt yield will fall by the end of 2026 as the Bank of England cuts interest rates by more than investors seem to anticipate. But with term premia likely to remain elevated... 17th September 2025 · 4 mins read Global Economics Update Why r* is still heading to 2% Recent bond market movements suggest that equilibrium real interest rates may have risen further, perhaps justified by strong AI investment and persistently high government borrowing. But some recent... 11th September 2025 · 6 mins read India Economics Update Is Trump pushing India into China’s arms? The deterioration in Indo-US relations appears to have expedited New Delhi’s efforts to strengthen ties with Beijing, as highlighted by Prime Minister Modi’s first visit to China in seven years last... 11th September 2025 · 4 mins read Equities Update What next for the S&P 500 after another all-time high? All-time highs in the S&P 500 and years of strong gains don’t mean the index is set to run out of steam. Rather than the level or momentum of the market, history suggests that returns from here will... 10th September 2025 · 4 mins read Pagination Previous … Page 29 Page 30 Page 31 Page 32 Current page 33 Page 34 Page 35 Page 36 Page 37 … Next
Bonds Update Fiscal fears likely to stay baked into Gilt yields We still think the 10-year Gilt yield will fall by the end of 2026 as the Bank of England cuts interest rates by more than investors seem to anticipate. But with term premia likely to remain elevated... 17th September 2025 · 4 mins read
Global Economics Update Why r* is still heading to 2% Recent bond market movements suggest that equilibrium real interest rates may have risen further, perhaps justified by strong AI investment and persistently high government borrowing. But some recent... 11th September 2025 · 6 mins read
India Economics Update Is Trump pushing India into China’s arms? The deterioration in Indo-US relations appears to have expedited New Delhi’s efforts to strengthen ties with Beijing, as highlighted by Prime Minister Modi’s first visit to China in seven years last... 11th September 2025 · 4 mins read
Equities Update What next for the S&P 500 after another all-time high? All-time highs in the S&P 500 and years of strong gains don’t mean the index is set to run out of steam. Rather than the level or momentum of the market, history suggests that returns from here will... 10th September 2025 · 4 mins read
