Insights

Latest insights

UKOn Point: what does the next tapering cycle mean for rates, currencies & growth-linked assets?

Inform corporate & institutional decision-making with our specialist perspectives on the events and themes shaping the global economy, business, markets, and society.

BOND SUPPLYBondcast: taper’s the talk of the town – what’s the right time to be bearish on rates?

Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape.

BANK OF ENGLANDThe Weekly Watch: BOE spotlight & why the next central bank tapering cycle will be different

Our quick-take analysis on what to watch in financial markets for the week ahead.

ESG/SustainabilityThe road to COP26: building back greener in a post-pandemic world

In 2021 the world is asking how can we build back better? And how can we ensure climate change stays at the top of the agenda during the economic recovery? Find insights on these topics and more here.

ESG/SustainabilityBiden climate summit debrief: five major themes to dominate the next stage of the climate change battle

World leaders sketched out more ambitious climate policy plans at the recent US-hosted Leaders Summit on Climate, where consensus on climate change mitigation and key differences on how to achieve it were on full display. In this feature, Paul Molander outlines five major themes that dominated the Summit and how they could set the pace for the next stage in the global battle against climate change.

BOND SUPPLYBondcast: the ECB’s missing message, higher UK inflation & US refunding update

Sharpen your view with our insights & fixed income analysis. Our rates strategists discuss the biggest themes & events shaping the landscape.