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24 March 2025
Multi-Asset
Multi Asset
Chief Economist, EMEA
Are the UK public finances doomed?
Are the UK public finances doomed?
Later this week the UK Chancellor, Rachel Reeves, will present her Spring Statement, which includes a fiscal outlook and public spending plan.
20 March 2025
Fixed income
Head of Emerging Market Debt
Analyst, Emerging Market Debt
Positioning for a potential Russia-Ukraine war ceasefire
Positioning for a potential Russia-Ukraine war ceasefire
We assess the potential opportunities and challenges investors might face if a peace deal can be reached.
19 March 2025
Equity
Global Chief Investment Officer
Navigating market volatility amid US tariffs and policy uncertainty
Navigating market volatility amid US tariffs and policy uncertainty
Amid uncertainty in equities and credit markets, we remain focused on long-term investment fundamentals and building portfolios to weather the storm and deliver for clients.