Overview

Performance

Key Facts

Fees & Charges

Full Portfolio Holdings

Literature

Fund Managers

Insights

15 May 2025

William Davies

Global Chief Investment Officer

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 Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – May 2025

Our fixed income team provide their weekly snapshot of market events.
12 May 2025

Anthony Willis

Senior Economist

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.