Higher Treasury yields may present opportunities
Long-dated US Treasury yields have hit the headlines, as the Treasury intervened in the market.
Long-dated US Treasury yields have hit the headlines, as the Treasury intervened in the market.
Geopolitics, Global macro
Disruptions at the Strait of Hormuz are spreading to fertiliser supply chains, food prices, electricity generation, and water security.
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Economics, Global macro
Deglobalisation, fiscal dominance and demographic change point to a world of greater volatility, higher inflation risk, and wider cross‑country divergence.
09 April 2026
Economics, Global macro
The global economic order is changing. Old assumptions no longer hold, and new risks and opportunities are emerging.
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Video, Fixed income
Peter Bentley, Global Head of Fixed Income, discusses current opportunities and misperceptions in fixed income.
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Currency, Global macro
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Fixed income, Global macro
We explain the role of AI governance and how it might be assessed in seeking to manage portfolio risks.
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Fixed income
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25 February 2026
Global macro, Economics
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Global macro, Economics
Prime Minister Sanae Takaichi led the Liberal Democratic Party (LDP) to a historic lower‑house supermajority in the February 2026
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