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14 July 2025

Simon Morton-Grant

Client Portfolio Manager

Daisuke Nomoto

Global Head of Japanese Equities

Clear skies ahead: Japan's structural renaissance

Corporate reform, economic stability and attractive valuations create a compelling entry point to Japanese equities. We explain why and argue the case for an active approach.
14 July 2025

Anthony Willis

Senior Economist

Market Perspectives: The tariffs Wheel of Fortune continues to spin

Tariffs are once again dominating headlines, with plenty of new rates being announced by the White House.
10 July 2025

Rosa Fenwick

Head of LDI Implementation

Q2 2025 repo update

How geopolitical shifts and policies are shaping market dynamics.