Overview
Performance
Key Facts
Fees & Charges
Full Portfolio Holdings
Literature
Fund Managers
Insights
14 February 2025
Multi-Asset
Multi-Manager Perspectives: President Trump continues to drive the news agenda
Multi-Manager Perspectives: President Trump continues to drive the news agenda
Another busy week for news with tariffs never being too far from the headlines.
13 February 2025
Equity
Equity, Global Equity
Japan’s economic revival – the first steps of a long-awaited transformation
Japan’s economic revival – the first steps of a long-awaited transformation
Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.
12 February 2025
Fixed income
Fixed income outlook update: the market comes out swinging
Fixed income outlook update: the market comes out swinging
The year started with some sharp moves in fixed income, with developments in terms of inflation trends and labour market conditions. Should investors reposition given these shifts?
