House Report
Q1 2026
VIEW FROM THE CHIEF MARKET STRATEGIST
LOOSE MONEY, HARD POWER
GUY MONSON | 5 MIN
Assessing whether easy financial conditions can continue to support risk assets in a more fragmented world, and how investors should position for 2026.
Read moreECONOMIST OUTLOOK
MARKET REGIMES, AND WHY THEY MATTER
SUBITHA SUBRAMANIAM | 4 MIN
Explaining how long-running market regimes shape inflation, growth and asset returns, and why recognising shifts is central to our thematic approach.
Read moreCHARITY FOCUS
NEW RISKS, NEW CHOICES
RICHARD MAITLAND | 6 MIN
As the charity sector grows more professional and competitive, trustees face new risks and choices around strategy, manager selection and market structure.
Read moreINVESTMENT FOCUS
AI: HISTORY, INVESTMENT, AND THE ECONOMIC PATH AHEAD
ADAM HAMILTON | 4 MIN
Placing AI in context to show why its economic impact is likely to be gradual but profound, led by investment and demand before productivity gains emerge.
Read moreSTEWARDSHIP FOCUS
RAISING THE BAR ON AND LABOUR RIGHTS
SIAN JONES | 4 MIN
Setting clearer expectations on human and labour rights through stronger stewardship and targeted engagement across global supply chains.
Read moreTHEMATIC INVESTING
BANKING REGULATION: RHETORIC VERSUS REALITY
EOIN MULLANY & ARTEMIS VRAHIMIS | 4 MIN
Examining whether talk of deregulation is translating into meaningful change for banks, and what evolving capital rules really mean for equity and bond investors.
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