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16 May 2025

Anthony Willis

Senior Economist

Multi-Manager Perspectives: were the last six weeks just a bad dream? Sadly not…

Financial markets have been in a positive mood this week in the aftermath of a surprisingly encouraging outcome from the talks between the US and China in Geneva.
15 May 2025

William Davies

Global Chief Investment Officer

CIO Market Pulse - 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.
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.