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26 January 2026
Multi-Asset
Multi asset
Market Perspectives: Learning to live with tariffs threats
Market Perspectives: Learning to live with tariffs threats
We focus on the fallout from last week’s Greenland tariff announcements and subsequent policy shifts.
22 January 2026
Equity
The early innings: Why Japan's structural story has years to run
The early innings: Why Japan's structural story has years to run
Corporate governance reforms, capital reallocation and attractive valuations create a compelling multi-year investment thesis.
20 January 2026
Fixed income
In Credit Weekly Snapshot – It’s not easy being Greenland
In Credit Weekly Snapshot – It’s not easy being Greenland
US ambitions in Greenland, and the subsequent levying of tariffs on nonsupportive European nations, have dominated headlines.
