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21 March 2025

Anthony Willis

Investment Manager

Multi-Manager Perspectives: Dealing with “unusually elevated uncertainty”

The week has been dominated by central bank meetings, though as expected there were no actual shifts in policy from the US Federal Reserve, the Bank of England or the Bank of Japan.
20 March 2025

Adrian Hilton

Head of Emerging Market Debt

Gordon Bowers

Analyst, Emerging Market Debt

Positioning for a potential Russia-Ukraine war ceasefire

We assess the potential opportunities and challenges investors might face if a peace deal can be reached.
19 March 2025

William Davies

Global Chief Investment Officer

Navigating market volatility amid US tariffs and policy uncertainty

Amid uncertainty in equities and credit markets, we remain focused on long-term investment fundamentals and building portfolios to weather the storm and deliver for clients.