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19 juni 2025

Asset Allocation update - June 2025

Financial markets continue to display confidence that the trade war remains on a de-escalating path, even as the deadline for ‘trade deals’ to be agreed with the US moves into focus.
18 juni 2025

Gene Tannuzzo

Global Head of Fixed Income

Vooruitzichten obligaties tweede halfjaar 2025: strategische scenario's voor obligatiebeleggers

Welke mogelijkheden ontstaan er op de obligatiemarkten door de onzekerheid over het beleid en de macro-economische tegenwind?
18 juni 2025

David Morgan

Head of US Investment Grade Credit Research

A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry

Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.