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In Credit Weekly Snapshot - 30 June 2025
In Credit Weekly Snapshot - 30 June 2025
1 July 2025
In Credit Weekly Snapshot – June 2025
In Credit Weekly Snapshot – June 2025
1 July 2025
Our fixed income team provide their weekly snapshot of market events.
Electric Vehicle transition: poised to move through the gears
Electric Vehicle transition: poised to move through the gears
1 July 2025
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
Market perspectives: What a difference a week makes
Market perspectives: What a difference a week makes
30 June 2025
It has been another extraordinary week of geopolitical developments with the backdrop considerably more benign than a week ago thanks to a tentative ceasefire between Israel and Iran.
Climate Report TCFD 2025
Climate Report TCFD 2025
30 June 2025
Climate Report TCFD UK Entities 2025
Climate Report TCFD UK Entities 2025
30 June 2025
Market jitters miss the bigger AI picture
Market jitters miss the bigger AI picture
27 June 2025
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
David Goodman
David Goodman
26 June 2025
Tiffany Wade
Tiffany Wade
26 June 2025
Resilient European High Yield market looks beyond tariff uncertainty
Resilient European High Yield market looks beyond tariff uncertainty
26 June 2025
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
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In Credit Weekly Snapshot – June 2025
In Credit Weekly Snapshot – June 2025
1 July 2025
Our fixed income team provide their weekly snapshot of market events.
Electric Vehicle transition: poised to move through the gears
Electric Vehicle transition: poised to move through the gears
1 July 2025
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
Market perspectives: What a difference a week makes
Market perspectives: What a difference a week makes
30 June 2025
It has been another extraordinary week of geopolitical developments with the backdrop considerably more benign than a week ago thanks to a tentative ceasefire between Israel and Iran.
Market jitters miss the bigger AI picture
Market jitters miss the bigger AI picture
27 June 2025
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
Resilient European High Yield market looks beyond tariff uncertainty
Resilient European High Yield market looks beyond tariff uncertainty
26 June 2025
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
LDI differentiator: using a Reorganisation Fund
LDI differentiator: using a Reorganisation Fund
25 June 2025
This mini-series of short articles shines a light on often under-discussed but important factors to think about when structuring your LDI investments. In this paper we will discuss disinvestments.
Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?
Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?
23 June 2025
Investors continue to closely follow events in the Middle East – most recently the US’s strikes on three Iranian nuclear sites.
Asset Allocation update - June 2025
Asset Allocation update - June 2025
19 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.
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
18 June 2025
Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.
Navigating the fog of tariffs in emerging market equities
Navigating the fog of tariffs in emerging market equities
16 June 2025
Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.
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