Weekly Perspectives: Looking through the mist
It appears the US government is poised to reopen, with a vote in Congress over the weekend the first step towards this happening.
Weekly Perspectives: China – playing your cards right
We focus on China and two key events from the past few weeks that are likely to shape the outlook going forward.
Asset Allocation update – October 2025
Despite lingering questions around their legality and (lagged) potential
impact on US inflation, financial markets appear to have moved swiftly on from tariffs.
Weekly Perspectives: Around the World in 240 seconds
This week we take a quick trip around the world and provide an update on the state of play around some of the key themes that have been moving markets recently.
Weekly Bulletin: Déjà View – The political theatre in France and Japan goes on, and is a trade war back on the agenda?
We’ve seen a busy week of newsflow and in the process have revisited two major themes of the year so far – tariffs and political uncertainty.
Soft landings or speedbumps?
Our central view remains constructive. We explain why we are positive and how our portfolios are positioned.
Weekly Perspectives: Déjà vu in France…How long will this government last?
France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
Weekly Perspectives: Navigating the US government shutdown
This week I will be talking about the US government shutdown and whether it is truly a problem for financial markets.
Weekly Perspectives: Japan at a crossroads?
This week we are looking at Japan – a country that’s going to be in focus at the end of the week thanks to upcoming elections.
Weekly Perspectives: The Fed has started cutting rates, but how far can they really go?
This week we are focusing on US interest rates – what changed last week and what we think is going to happen from here.
