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3 June 2025
Equity
Midyear macro outlook: A new dawn of uncertainty
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.
2 June 2025
Multi-Asset
Multi asset
Market perspectives: Don’t get too excited, tariffs are not going away
Market perspectives: Don’t get too excited, tariffs are not going away
We have seen another big week of news with a court ruling calling into question the legal basis for many tariffs imposed since President Trump returned to the White House.
29 May 2025
Equity
Japan: A timely opportunity to seize long-term potential
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.
