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12 May 2025
Multi-Asset
Multi asset
Senior Economist
Market Perspectives: Is the US-China trade war over already?
Market Perspectives: Is the US-China trade war over already?
We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.
9 May 2025
Multi-Asset
Senior Economist
Multi-Manager Perspectives: When is a trade deal not a trade deal?
Multi-Manager Perspectives: When is a trade deal not a trade deal?
It has been another week of relentless newsflow, with central bank meetings and trade deals on the agenda.
8 May 2025
Alternatives
Fund Manager
Why property and why now!
Why property and why now!
Explaining what makes property an ideal portfolio component and why now is a good entry point for real estate investors.