geopolitics

Natixis IM strategists forecast BoE rate hike in H2

UK

Natixis IM strategists forecast BoE rate hike in H2

Annual survey

clock 15 July 2026 • 4 min read
Deep Dive: Latin America moves away from 'purely resources' story

Emerging markets

Deep Dive: Latin America moves away from 'purely resources' story

Selective positioning required

clock 10 July 2026 • 4 min read
Nomura hires fixed income client portfolio manager from Goldman Sachs AM

Global

Nomura hires fixed income client portfolio manager from Goldman Sachs AM

Richard Hastings

clock 09 July 2026 • 1 min read
Wellington Management's Natasha Brook-Walters: Complex markets call for more deliberate investing

Markets

Wellington Management's Natasha Brook-Walters: Complex markets call for more deliberate investing

Deliberate by design

clock 09 July 2026 • 3 min read
BoE's Alan Taylor: Extended interest rate hold an 'appropriately measured policy response'

UK

BoE's Alan Taylor: Extended interest rate hold an 'appropriately measured policy response'

Geopolitics in the driving seat

clock 24 June 2026 • 2 min read
Hargreaves Lansdown's Derren Nathan: Optimism for equity markets as AI trumps geopolitics

Markets

Hargreaves Lansdown's Derren Nathan: Optimism for equity markets as AI trumps geopolitics

Strait of Hormuz to reopen

clock 19 June 2026 • 3 min read
T. Rowe Price's Ritu Vohora: Markets risk being caught offside as geopolitics changes the game

Markets

T. Rowe Price's Ritu Vohora: Markets risk being caught offside as geopolitics changes the game

Focus on formation

clock 02 June 2026 • 4 min read
Nedgroup Investments' Rob Burdett: How we are diversifying in an era of geopolitical odds

Investment

Nedgroup Investments' Rob Burdett: How we are diversifying in an era of geopolitical odds

'Defensive necessity'

clock 21 May 2026 • 3 min read
Fund managers bet on EMs, defence and energy amid geopolitical and supply chain fragmentation

Equities

Fund managers bet on EMs, defence and energy amid geopolitical and supply chain fragmentation

'End of easy globalisation'

clock 11 May 2026 • 4 min read
Rathbones' David Coombs: A reminder that oil and gas run the world

Markets

Rathbones' David Coombs: A reminder that oil and gas run the world

The war between the US, Israel and Iran underlines how tightly geopolitics and commodity markets are intertwined.

clock 06 May 2026 • 4 min read
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