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15 May 2025
Multi-Asset
Global Chief Investment Officer
Active investing in an environment of rapid policy shifts
Active investing in an environment of rapid policy shifts
Uncertainty around US trade tariffs has driven volatility higher. Against a fast-moving backdrop we argue the case for a considered approach to portfolio management.
Read time - 4 min
13 May 2025
Fixed income
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – May 2025
In Credit Weekly Snapshot – May 2025
Our fixed income team provide their weekly snapshot of market events.
12 May 2025
Multi-Asset
Multi asset
Senior Economist
Market Perspectives: Is the US-China trade war over already?
Market Perspectives: Is the US-China trade war over already?
We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.