MACROECONOMICS
Japan's Takaichi wins big in snap election
The Prime Minister now faces the task of converting political capital into...
BOJ measuredness collides with a moving market
How has the central bank’s outlook changed since October?
Will long‑maturity government bond yields rise this year?
Arif Husain, CFA, explores the forces that could impact long‑maturity government...
Why investors should choose active for fixed income
This year's market risks may mean active decision‑making is needed to unlock...
Japan's JGB jolt
Japan’s snap‑election decision has sent JGBs surging and put the global...
The futility of forecasting
How does value investing swerve forecasting’s flaws?
Looking beyond the US for opportunity in 2026
US dollar weakness could boost overseas currency exposure, according to...
The growing role of private markets in portfolio resilience
Amid continued macroeconomic and geopolitical volatility, private markets...
Emerging markets: From underdogs to outperformers
Are the conditions for an EM super‑cycle re‑emerging?
Why investors need to tread a fine line in 2026
Resilient growth and rising markets mask underlying structural tensions...
Will 2026 be China's year?
Where are the opportunities in the world’s second-largest economy?
Why 2026 could favour active bond strategies
Julien Houdain and Lisa Hornby examine central bank policy divergence,...
