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16 June 2025
Equity
Navigating the fog of tariffs in emerging market equities
Navigating the fog of tariffs in emerging market equities
Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.
13 June 2025
Multi-Asset
Weekly Bulletin: It looks like we are in ‘wait and see’ mode for the rest of the summer
Weekly Bulletin: It looks like we are in ‘wait and see’ mode for the rest of the summer
It’s been a busy week in economics, politics and geopolitics with a raft of data in the US and UK, news on tariffs and the UK’s public finances, and overnight news of escalating tensions in the Middle East with Israel targeting Iran’s nuclear facilities.
12 June 2025
Fixed income
Midyear fixed-income outlook: Strategic scenarios for bond investors
Midyear fixed-income outlook: Strategic scenarios for bond investors
How will policy uncertainty and macro headwinds shape opportunities in fixed income?
