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21 March 2025
Multi-Asset
Investment Manager
Multi-Manager Perspectives: Dealing with “unusually elevated uncertainty”
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
Fixed income
Head of Emerging Market Debt
Analyst, Emerging Market Debt
Positioning for a potential Russia-Ukraine war ceasefire
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
Equity
Multi Asset
Global Chief Investment Officer
Navigating market volatility amid US tariffs and policy uncertainty
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.