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28 April 2025
Multi-Asset
Multi asset
Will empty shelves in the US force further pragmatism around trade?
Will empty shelves in the US force further pragmatism around trade?
With signs of pragmatism emerging from the White House we have seen calmer conditions in financial markets.
22 April 2025
Multi-Asset
Multi asset
Is the US heading for a self-inflicted recession?
Is the US heading for a self-inflicted recession?
The tariff uncertainty continues, and equity, bond and currency markets remain volatile.
17 April 2025
Fixed income
Fixed income update: Bonds reclaim role as a volatility buffer
Fixed income update: Bonds reclaim role as a volatility buffer
High-quality bonds are an important portfolio diversifier in uncertain markets.