Democracy in decline: the impact on financial markets
World leaders are getting older and global democracy scores are falling. What are the potential outcomes for global markets?
Tariffs and credit markets
In the US, the Trump administration’s imposition of tariffs on imports from trading partners across the world has seen markets plunge. Here is what we are thinking as a credit desk and how we are approaching portfolios.
How artificial intelligence is reshaping financial services
AI is helping enhance efficiency, reduce costs and improve decision-making.
Germany cuts the debt brakes with defence spending set to soar
The market reaction to European military defence plans has been enormous, with more volatility expected in bond yields, curves, cross-market spreads and currencies.
In Credit Weekly Snapshot – March 2025
Our fixed income team provide their weekly snapshot of market events.
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.
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.
Watch the US dollar and Treasury yields to understand the potential effects of tariffs
Move beyond the headline noise to assess the investment implications.
In Credit Weekly Snapshot – February 2025
Our fixed income team provide their weekly snapshot of market events.
Shared BRICS money: basket currency or basket case?
There has been speculation that a desire to avoid using the US dollar might encourage the BRICS nations to adopt a gold-backed currency. But there are several questions to ask about such a proposal.
