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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.
12 Mai 2025

Anthony Willis

Senior Economist

Market Perspectives: Is the US-China trade war over already?

We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.
7 Mai 2025

Jeremy Smith

Head of UK Equities

Mythbusters: why the bad press around UK stocks doesn’t stack up

From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.