Insights

September 2025

Anthony Willis

Senior Economist

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.
September 2025

Anthony Willis

Senior Economist

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.

Filter insights

29 September 2025

Anthony Willis

Senior Economist

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.
24 September 2025

Gary Smith

Head of EMEA Client Portfolio Manager team, Fixed Income

US dollar dominance: Playing Jenga with the global monetary system

Assumptions underpinning the dollar’s role as the world’s primary reserve currency are increasingly eroding. What if the tower starts to fall?
23 September 2025

AI research trip reaffirms bullish outlook

How AI is driving innovation and growth across a range of industries.
23 September 2025

In Credit Weekly Snapshot – Don't cry for Milei, Argentina

The Argentine peso has taken a battering, but could the US ride to the rescue of Trump ally President Javier Milei? Elsewhere, interest rates dominated, with the Fed cutting and the BoE and ECB holding. Read our weekly snapshot of global fixed income markets.
22 September 2025

Anthony Willis

Senior Economist

Weekly Perspectives: The Fed has started 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.
16 September 2025

In Credit Weekly Snapshot – Je ne regrette rien?

France is embroiled in political turmoil, with knock-on effects for its sovereign rating and debt. Meanwhile, it’s all eyes on the US labour market and rates. Read on for a breakdown of fixed income news across sectors and regions.
15 September 2025

Anthony Willis

Senior Economist

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.
15 September 2025

Tiffany Wade

Senior Portfolio Manager

Michael Guttag

Senior Equity Portfolio Manager

The rise of the Magnificent 7: Concentration risk versus earnings power

Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
12 September 2025

Joe Horrocks-Taylor

Vice President, Sustainable Research

A wheel opportunity: Premium tyre makers use EVs to inflate margins

We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
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