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.
Midyear equity outlook: Staying selective amid volatility
In an environment of elevated macro risks and uncertainty, there are bright spots fuelling our optimism for equities.
Midyear macro outlook: A new dawn of uncertainty
Geopolitical tensions, tariff uncertainty and global economic slowdown look set to define the second half of 2025.
Japan: A timely opportunity to seize long-term potential
Is Japan’s positive investment story intact? We discuss market events, how we’re upgrading quality at attractive valuations and the outlook from here.
European equities: resilience amid global trade tariff turmoil
Deeper integration within the EU, more focus on competitiveness and reduced internal trade barriers may make for stronger long-run equity performance.
Mythbusters: why the bad press around UK stocks doesn’t stack up
From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
Why the time is ripe for Europe
With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
How artificial intelligence is reshaping financial services
AI is helping enhance efficiency, reduce costs and improve decision-making.
Navigating market volatility amid US tariffs and policy uncertainty
Amid uncertainty in equities and credit markets, we remain focused on long-term investment fundamentals and building portfolios to weather the storm and deliver for clients.
DeepSeek: evolution, not revolution, in artificial intelligence
What is DeepSeek’s real impact on artificial intelligence, and what does it mean for investors?
