Insights

Insights

Investment Outlook 2026

As we step into 2026, Keyridge Asset Management will embark on its first year as a unified firm, drawing on the combined heritage and expertise of three leading investment houses.

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Stay informed with the latest market insights from our team of experts.

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Insights 30 Apr 2026

Macro Matters: National Champions and the new geopolitics of capital

Mike Willans and Bimal Patel, look at why “national champions” have become a powerful – and growing – force in markets.

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Insights 23 Apr 2026

Nuclear Power: SMRs, Mega-Plants and the next phase of growth

Nuclear power has quietly stepped out of the shadows of the energy debate and into a far more central role.

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Insights 23 Apr 2026

April's Multi‑Asset Monthly Brief

A single page that summarises what is driving markets and how the Keyridge Multi-Asset team is positioning portfolios.

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Insights 21 Apr 2026

Is the worst behind us? Lenny McLoughlin on what comes next for markets.

A Q&A with our Chief Investment Strategist, Lenny McLoughlin, on recent market moves.

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Insights 20 Apr 2026

Higher Correlations, Higher Stakes: Rethinking Diversification for Q2

A Q&A with the Keyridge Investment Team.

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Insights 31 Mar 2026

Q1 in Focus: War, Markets and What Comes Next

Q&A with Lenny McLoughlin, Chief Investment Strategist.

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Insights 31 Mar 2026

April’s Signals & Strategy: Straitjacket

Each month, the Keyridge Multi-Asset desk will provide a candid look at the key market signals shaping our portfolio construction.

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Insights 18 Mar 2026

March's Multi‑Asset Monthly Brief

A single page that summarises what is driving markets and how the Keyridge Multi-Asset team is positioning portfolios.

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Insights 09 Mar 2026

Oil, Gas and Geopolitics: How Markets Are Reacting to the Middle East Conflict

Q&A with Dara O'Brien and Jack Delany from our Multi‑Asset Solutions team.

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Insights 05 Mar 2026

March’s Signals & Strategy: Iran and Capex

Each month, the Keyridge Multi-Asset desk will provide a candid look at the key market signals shaping our portfolio construction.

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Insights 05 Feb 2026

From Headlines to Portfolios: Navigating Geopolitical Uncertainty in 2026

As rapidly shifting geopolitical events have dominated headlines, one of the most common questions we’re hearing is whether markets are under- or over-pricing geopolitical risk.

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Insights 27 Jan 2026

Investment Choices for Clients in Decumulation

This guide presents a comprehensive multi-strategy approach to managing decumulation risks in retirement.

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