Market Research
Insights
Get the latest market insights and trends from our internal research experts.
Market Ethos - 25 May 2026
A tale of two consumers
We’re seeing big value creation in some very narrow pockets of the market, evident in the narrow breadth of the recent advance. This is late cycle performance.
Read more
Investor Strategy - May 2026
V is for victory, for now
While April delivered an impressive rebound for global equities, the combination of geopolitical uncertainty, stretched valuations, and a more fragile macroeconomic backdrop remains front of mind.
Read more