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Real Yields’ Warning to Riskier Fixed Income

Developments in real bond yields and breakeven rates on inflation-protected bonds suggest how rest of ...


Sustainability: A Tale of Three Crises

Harold Macmillan, Prime Minister of the United Kingdom between 1957 and 1963, was once asked...


The End (Game) is Nigh: UK DB Health at an All-Time High

Our latest research reveals that UK defined benefit (DB) schemes are at their healthiest-ever levels,...


UK: Prime Minister Truss

As expected, Liz Truss won the Conservative Party leadership contest (though not by as big...

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Barometer: Summer Rally Already a Distant Memory

A soft landing for the global economy looks increasingly unlikely. Which means riskier asset classes could see...


Podcast: Have Hawks Just Halted the Rally in Equities?

With investors now mulling over the consequences of the Jackson Hole symposium of central bankers, Ben Bennett...


JP’s Journal: A Tale of Two Quotes

“The past is a foreign country; they do things differently there.”   It is not just the...


Signposts for a Soft US Landing

A recession next year is our base case for the world’s largest economy. However, what indicators might...