Weekly House View | Tech Tantrum
The CIO’s view of the week ahead. The week in review The release of a...
Perspectives
The Next Big Theme – February
Download the latest edition of The Next Big Theme, featuring perspectives on Data Centres, Quantum Computing, Defence Tech, European Infrastructure, and more… Monthly Chart SpotlightSpot the AI Bottleneck This document is not...
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In Credit Weekly Snapshot – Rip it Up (and Start Again)
The US Supreme Court has said that Trump’s imposition of ‘emergency’ tariffs was unconstitutional. He duly announced 15% tariffs under the 1974 Trade Act. Read...
UK GDP: Still not Growing Much
The UK’s gross domestic product (GDP) in the fourth quarter was weaker than expected, up 0.1% quarter-on-quarter (consensus: 0.2% quarter-on-quarter). This remains an economy that...
Nordea Updates Sector Target and Clarifies Position on Oil and Gas Extraction
Following our progress in climate risk management over the past years, we have updated our sector target to further reduce financed emissions from oil and...
Most Viewed
ECB Rates on Hold Even as Inflation Dips; Volatility Hits Markets
The European Central Bank kept its main interest rate at 2% after Eurozone annual inflation...
Politics, Currencies and Relative Value
The US dollar is lower against most currencies so far this year. Some extreme commentary...
Yields Spike, Costs Lag
Markets can reprice JGBs overnight, but the real fault line between volatility and vulnerability is...
Trending
Interest Rates Unchanged as Fed’s Course Remains Unclear
The Fed held rates steady as competing inflation and labor...
Weekly House View | A Spirit of Dialogue at Davos
The CIO’s view of the week ahead. The week in...
Q1 2026 Outlook: Visibility Means Risk On
Entering 2026, clearer fiscal and monetary signals support a more...
Silver: At the Intersection of Megatrends
Silver’s New Playbook:AI, Defence and the Power Build-Out Shifting Demand...
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China’s Persistent Deflation Constrains Market Broadening
Inflation in China accelerated at its fastest pace in nearly three years in December, primarily driven by...
Weekly House View | Earnings to the Fore
The week in review US jobs growth slowed more than expected in December, but the unemployment rate...
Season 8, Post 2: Robo(taxi) wars
“When machines begin to understand, reason and act in the real world… the ChatGPT moment for physical...
A Brief Reprieve
Investors had a brief reprieve from geopolitical surprises at the end of December, but 2026 started with...