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18 July 2025
Multi-Asset
Senior Economist
Weekly Bulletin: Inflation… what lies beneath?
Weekly Bulletin: Inflation… what lies beneath?
While the tariffs theme continues to rumble away in the background, this week has been all about the economic data and trying to decipher whether the tariffs are showing up in the US inflation data, and the consequences for US interest rates as a result.
17 July 2025
Multi-Asset
Asset Allocation update - July 2025
Asset Allocation update - July 2025
The consensus view in financial markets is that tariffs are on a deescalating path, but uncertainty remains high and there is a risk of
complacency.
15 July 2025
Fixed income
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – July 2025
In Credit Weekly Snapshot – July 2025
Our fixed income team provide their weekly snapshot of market events.