Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: Equities Focus Will AI earnings keep fuelling gains in the S&P 500? Any unravelling of the AI-related boom in earnings would upend the S&P 500. But even though there are reasons why that could conceivably happen, our base case is that the boom won’t turn to bust this... 21st May 2026 · 15 mins read Global Economics Update Assessing the effects of an extreme war scenario In this Update, we explore an extreme scenario in which the Iran war escalates beyond the assumptions in our published baseline and adverse scenarios. With Brent crude jumping higher and staying at... 14th May 2026 · 7 mins read Asset Allocation Update Three questions for markets, two months into the crisis With disruptions to global energy markets now having lasted two months this Update asks, and answers, three key questions about how financial markets have fared so far. First, why have equities... 28th April 2026 · 6 mins read Global Economics Update Answering your questions about private credit and macro risk We recently hosted an online Drop-In session to discuss private credit and the risks to the macroeconomy and financial markets. (Recording available here.) This Update provides answers to some of the... 22nd April 2026 · 6 mins read Pagination Previous Page 1 Current page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 … Next
Equities Focus Will AI earnings keep fuelling gains in the S&P 500? Any unravelling of the AI-related boom in earnings would upend the S&P 500. But even though there are reasons why that could conceivably happen, our base case is that the boom won’t turn to bust this... 21st May 2026 · 15 mins read
Global Economics Update Assessing the effects of an extreme war scenario In this Update, we explore an extreme scenario in which the Iran war escalates beyond the assumptions in our published baseline and adverse scenarios. With Brent crude jumping higher and staying at... 14th May 2026 · 7 mins read
Asset Allocation Update Three questions for markets, two months into the crisis With disruptions to global energy markets now having lasted two months this Update asks, and answers, three key questions about how financial markets have fared so far. First, why have equities... 28th April 2026 · 6 mins read
Global Economics Update Answering your questions about private credit and macro risk We recently hosted an online Drop-In session to discuss private credit and the risks to the macroeconomy and financial markets. (Recording available here.) This Update provides answers to some of the... 22nd April 2026 · 6 mins read
