Asset Allocation update – June 2025
Asset Allocation update – June 2025
Financial markets continue to display confidence that the trade war remains on a de-escalating path, even as the deadline for ‘trade deals’ to be agreed with the US moves into focus.
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
Navigating the fog of tariffs in emerging market equities
Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.
Navigating the fog of tariffs in emerging market equities
Is the worst of the trade war already behind us?
The focus is on tariffs and their impact on financial markets, including wild swings in equities and a dramatic sell-off in US Treasuries and the US dollar.
Is the worst of the trade war already behind us?
Volatility – understanding the ups and downs of investing
Volatility is a feature of virtually any investment type, meaning the journey towards your longterm financial objectives is likely to contain ups and downs along the way. Here we take a closer look at volatility, the importance of time and the power of diversification – spreading your investments across different assets to reduce risk.
A handy guide to use with your clients.
Volatility – understanding the ups and downs of investing
Volatility is a feature of virtually any investment type, meaning the journey towards your longterm financial objectives is likely to contain ups and downs along the way. Here we take a closer look at volatility, the importance of time and the power of diversification – spreading your investments across different assets to reduce risk.
A handy guide to use with your clients.