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14 July 2025
Equity
Client Portfolio Manager
Global Head of Japanese Equities
Clear skies ahead: Japan's structural renaissance
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
Multi-Asset
Multi asset
Senior Economist
Market Perspectives: The tariffs Wheel of Fortune continues to spin
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
Global investment solutions
LDI
Head of LDI Implementation
Q2 2025 repo update
Q2 2025 repo update
How geopolitical shifts and policies are shaping market dynamics.