Using our breadth of in-depth knowledge and experience, we produce regular and topical content to provide you with our insights on the current markets and wider events. Select the topic that interests you the most.
Market View
Rethinking the traditional 60/40 portfolio - the evolving role of diversification
Explore how liquid alternatives may strengthen diversification as inflation shocks and geopolitical tensions challenge the traditional bond-equity relationship.
Lifestyle
Inside the V&A’s Schiaparelli exhibition: fashion, art and a lasting legacy
Explore the V&A’s Schiaparelli exhibition, tracing Elsa Schiaparelli’s radical vision, artistic collaborations and enduring influence on fashion today.
Market View
Strong earnings extend beyond big tech
US earnings growth is broadening beyond mega-cap technology, as AI investment, resilient demand and cost discipline support more sectors. Find out what the results reported so far reveal beyond the market narrative.
Sustainability
Water and resilience: an investment lens
Water stress now affects around half of the world’s population each year. Discover why water is becoming a key investment theme.
Our video series explores the connections between human capital, natural capital and financial capital worlds.
Quarterly reports
Quarterly Report Q2 2026
Quarterly Report Q1 2026
Every quarter, our Investment Committee digs into the data to provide an update on the performance of global markets and individual asset classes. Read all the latest news and views here.
