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: Global Economics Focus US still tops AI index, but China surges up the rankings We have updated our proprietary AI Economic Impact Index, which ranks major economies according to their ability to realise the long-run benefits of AI. The US still leads. The Asian tigers and UK... 17th February 2026 · 16 mins read Global Markets Focus Can EM financial market outperformance continue? After a broad‑based rally in Emerging Markets (EM) assets since the beginning of last year, we think that the scope for outsized returns is now limited to only a few corners of the market. We expect... 12th February 2026 · 13 mins read Global Markets Update What the “Starmer drama” means for Gilts and Sterling Keir Starmer appears to have fended off the latest challenge to his leadership, but his premiership hangs by a thread. This Update examines what previous political episodes can tell us about what his... 11th February 2026 · 5 mins read Equities Focus Why we still believe in the AI rally, and the S&P 500 We think the tech-led rally in the S&P 500 will resume, and that 2026 will be a good year for the index despite its rocky start and the many threats facing it. This Equities Focus explains why. 10th February 2026 · 17 mins read Pagination Previous … Page 3 Page 4 Page 5 Page 6 Current page 7 Page 8 Page 9 Page 10 Page 11 … Next
Global Economics Focus US still tops AI index, but China surges up the rankings We have updated our proprietary AI Economic Impact Index, which ranks major economies according to their ability to realise the long-run benefits of AI. The US still leads. The Asian tigers and UK... 17th February 2026 · 16 mins read
Global Markets Focus Can EM financial market outperformance continue? After a broad‑based rally in Emerging Markets (EM) assets since the beginning of last year, we think that the scope for outsized returns is now limited to only a few corners of the market. We expect... 12th February 2026 · 13 mins read
Global Markets Update What the “Starmer drama” means for Gilts and Sterling Keir Starmer appears to have fended off the latest challenge to his leadership, but his premiership hangs by a thread. This Update examines what previous political episodes can tell us about what his... 11th February 2026 · 5 mins read
Equities Focus Why we still believe in the AI rally, and the S&P 500 We think the tech-led rally in the S&P 500 will resume, and that 2026 will be a good year for the index despite its rocky start and the many threats facing it. This Equities Focus explains why. 10th February 2026 · 17 mins read
