Neil's Monthly Updates

To view Neil’s most recent monthly updates, please click on the link below:

August 2026

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Market Research

Get the latest market insights and trends from our internal research experts.

Market Ethos - 31 August 2026

Running on credit

Increased debt issuance can lead to higher economic activity and lift markets, but at what point is it too much of a good thing?

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Investor Strategy - August 2026

Extra time

Markets have been rangebound over the past months. AI correction is weighing on markets, but good economic and earnings data is supportive.

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