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Perspectives
The Next Big Theme – February

Download the latest edition of The Next Big Theme, featuring...

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Perspectives
In Credit Weekly Snapshot – Rip it...

The US Supreme Court has said that Trump’s...

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Perspectives
UK GDP: Still not Growing Much

The UK’s gross domestic product (GDP) in the...

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Perspectives
Nordea Updates Sector Target and Clarifies Position...

Following our progress in climate risk management over...

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Perspectives
Weekly House View | Tech Tantrum

The CIO’s view of the week ahead. The...

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Perspectives
ECB Rates on Hold Even as Inflation...

The European Central Bank kept its main interest...

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In Depth
US Federal Reserve: Firmly in Data Watching...

The US Federal Reserve left interest rates on...

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In Depth
UK Equity Income Bulletin – February 2026

This month’s UKEI Bulletin highlights a strengthening domestic...

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Perspectives
Politics, Currencies and Relative Value

The US dollar is lower against most currencies...

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Perspectives
Yields Spike, Costs Lag

Markets can reprice JGBs overnight, but the real...

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