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.
Ausblick für festverzinsliche Anlagen – Jahresmitte 2025: Strategische Szenarien für Anleiheanleger
Welche Folgen werden politische Ungewissheit und makroökonomischer Gegenwind für Opportunitäten auf dem Anleihenmarkt haben?
Midyear fixed-income outlook: Strategic scenarios for bond investors
How will policy uncertainty and macro headwinds shape opportunities in fixed income?
Makro-Ausblick zum Halbjahr: Eine neue Unsicherheit
William Davies, Chief Investment Officer, beleuchtet das aktuelle Marktgeschehen und erklärt, warum aktives Management und forschungsorientiertes Investieren der richtige Weg sind, um diese globale Komplexität zu meistern.
Midyear macro outlook: A new dawn of uncertainty
Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025.
In Credit Weekly Snapshot – May 2025
Our fixed income team provide their weekly snapshot of market events.
China: Don’t count on a big stimulus package this time
With delinquent loans from the global financial crisis still sitting on its books, we don’t think the conditions are right for China to repeat its stimulus trick for a third time.
In Credit Weekly Snapshot – April 2025
Our fixed income team provide their weekly snapshot of market events.
Fixed income update: Bonds reclaim role as a volatility buffer
High-quality bonds are an important portfolio diversifier in uncertain markets.
Democracy in decline: the impact on financial markets
World leaders are getting older and global democracy scores are falling. What are the potential outcomes for global markets?