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 - June 2026
Beneath the surface
Inflation is experiencing upward pressure, bond yields are trending higher, and the equity market’s pain threshold to these factors may prove higher than most think.
Read more