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19 June 2025

Asset Allocation update - June 2025

Financial markets continue to display confidence that the trade war remains on a de-escalating path, even as the deadline for ‘trade deals’ to be agreed with the US moves into focus.
18 June 2025

In Credit Weekly Snapshot – June 2025

Our fixed income team provide their weekly snapshot of market events.
16 June 2025

Dara White

Global Head of Emerging Market Equities

Krishan Selva

Client Portfolio Manager

Navigating the fog of tariffs in emerging market equities

Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.