Research and strategy

Markets & Themes

Independent perspectives to help clients understand structural changes, risks and opportunities.

Capital markets · 24 July 2026

Reforms in Japan – risks for the rest of the world

Japan’s shifting policy mix is changing global capital flows, currency assumptions and the outlook for government bonds.

Strategy · 23 April 2026

A practical look at how liquid alternative strategies may complement traditional equity and bond allocations.

Macro · 1 August 2025

Government borrowing is reshaping rate expectations and increasing the importance of active risk management.