Weekly Perspectives: China – playing your cards right
We focus on China and two key events from the past few weeks that are likely to shape the outlook going forward.
Weekly Perspectives: Around the World in 240 seconds
This week we take a quick trip around the world and provide an update on the state of play around some of the key themes that have been moving markets recently.
Soft landings or speedbumps?
Our central view remains constructive. We explain why we are positive and how our portfolios are positioned.
Weekly Perspectives: Déjà vu in France…How long will this government last?
France’s political backdrop remains uncertain but what are the implications for its equity and bond markets?
Weekly Perspectives: Navigating the US government shutdown
This week I will be talking about the US government shutdown and whether it is truly a problem for financial markets.
Weekly Perspectives: Japan at a crossroads?
This week we are looking at Japan – a country that’s going to be in focus at the end of the week thanks to upcoming elections.
Weekly Perspectives: The Fed has stated cutting rates, but how far can they really go?
This week we are focusing on US interest rates – what changed last week and what we think is going to happen from here.
Weekly Perspectives: What’s going on with the US labour market?
The past couple of weeks have seen a marked change in narrative around the US labour market.
Weekly Perspectives: Tariffs are illegal….so what’s next?
This week’s market update comes from Switzerland another country hit hard by US tariffs.
Weekly Perspectives: Postcard from Brasil
Beef, coffee, orange juice and footballers. What will be the impact of tariffs on Brazil’s big exports?
