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8 July 2025

Anthony Willis

Senior Economist

Market Perspectives: 2025 half time report – where to next?

H1 2025 was marked by significant market volatility thanks to economic and geopolitical uncertainties, particularly around US tariff policies.
1 July 2025

Joe Horrocks-Taylor

Vice President, Sustainable Research

Electric Vehicle transition: poised to move through the gears

With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
30 June 2025

Anthony Willis

Senior Economist

Market perspectives: What a difference a week makes

It has been another extraordinary week of geopolitical developments with the backdrop considerably more benign than a week ago thanks to a tentative ceasefire between Israel and Iran.