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14 Julho 2025

Simon Morton-Grant

Client Portfolio Manager

Daisuke Nomoto

Portfolio Manager, Japanese Equities

Clear skies ahead: Japan's structural renaissance

Corporate reform, economic stability and attractive valuations create a compelling entry point to Japanese equities. We explain why and argue the case for an active approach.
14 Julho 2025

Anthony Willis

Senior Economist

Market Perspectives: The tariffs Wheel of Fortune continues to spin

Tariffs are once again dominating headlines, with plenty of new rates being announced by the White House.
9 Julho 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2025

Our fixed income team provide their weekly snapshot of market events.