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Fondsmanager

Insights

15 Mai 2025

William Davies

Global Chief Investment Officer

CIO Market Pulse - Active investing in an environment of rapid policy shifts

Uncertainty around US trade tariffs has driven volatility higher. Against a fast-moving backdrop we argue the case for a considered approach to portfolio management.
13 Mai 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – May 2025

Our fixed income team provide their weekly snapshot of market events.
13 Mai 2025

Rosa Fenwick

Head of LDI Implementation

LDI market review and outlook – May 2025, tariff worries burden expectations for global growth

The 47th (and 45th) President of the United States embarked upon a whirlwind of executive orders designed to protect the US from the depredations of its trading partners and to dive straight into his newly mandated agenda.