Insights

Market intelligence and strategic insights from our strategists.

What do compressed credit spreads mean for bond markets?

20 February 2026

A surge in the corporate bond rally has driven spreads to their tightest levels in decades, sparking concerns that investors may be underestimating risk. With yields compressed and demand for…

How did financial markets perform in 2025?

18 December 2025

Why did global equities rally despite tariffs and inflation? The S&P 500 surged more than 15% in 2025, marking its third consecutive year of double-digit gains. The rally was powered…

Why have US credit spreads fallen to multi-year lows?

22 August 2025

What’s been happening with US credit spreads? US credit spreads—the gap between US companies’ borrowing costs and US Treasury yields—have tightened to their lowest levels in over a decade1. Credit…

Stay Informed with Our Latest Insights

Join our distribution list to receive regular updates on market trends, strategic insights, and industry analysis directly in your inbox. Our expert strategists provide valuable perspectives to help inform your business decisions.

Market Intelligence

Regular updates on market trends and developments

Strategic Analysis

In-depth analysis of industry challenges and opportunities

Expert Insights

Professional perspectives from our strategic advisers