Investment Insights
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16 June 2025
Equity
Navigating the fog of tariffs in emerging market equities
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.
12 June 2025
Fixed income
Midyear fixed-income outlook: Strategic scenarios for bond investors
Midyear fixed-income outlook: Strategic scenarios for bond investors
How will policy uncertainty and macro headwinds shape opportunities in fixed income?
10 June 2025
Equity
Midyear equity outlook: Staying selective amid volatility
Midyear equity outlook: Staying selective amid volatility
In an environment of elevated macro risks and uncertainty, there are bright spots fuelling our optimism for equities.
9 June 2025
Multi-Asset
Multi asset
Market perspectives: Can the UK find more fiscal headroom without upsetting bond markets?
Market perspectives: Can the UK find more fiscal headroom without upsetting bond markets?
The UK’s public finances are once again in focus with the departmental spending review taking place this week.
3 June 2025
Equity
Midyear macro outlook: A new dawn of uncertainty
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.
2 June 2025
Multi-Asset
Multi asset
Market perspectives: Don’t get too excited, tariffs are not going away
Market perspectives: Don’t get too excited, tariffs are not going away
We have seen another big week of news with a court ruling calling into question the legal basis for many tariffs imposed since President Trump returned to the White House.
2 June 2025
Responsible investment
Discover 25 years of reo® leadership
Discover 25 years of reo® leadership
Explore how reo® has shaped corporate behaviour and achieved over 5,170 milestones through engagement with 6,454 companies since 2000.
29 May 2025
Equity
Japan: A timely opportunity to seize long-term potential
Japan: A timely opportunity to seize long-term potential
Is Japan’s positive investment story intact? We discuss market events, how we’re upgrading quality at attractive valuations and the outlook from here.
29 May 2025
Multi-Asset
Asset Allocation update - May 2025
Asset Allocation update - May 2025
Tariffs dominating headlines - but deals have been made.
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