Electric Vehicle transition: poised to move through the gears
1 July 2025
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
Market perspectives: What a difference a week makes
30 June 2025
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.
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
Resilient European High Yield market looks beyond tariff uncertainty
26 June 2025
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
Electric Vehicle transition: poised to move through the gears
1 July 2025
With cost parity on the horizon, we expect the adoption of electric vehicles to accelerate. We explore the key drivers and related investment opportunities.
Market perspectives: What a difference a week makes
30 June 2025
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.
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
Resilient European High Yield market looks beyond tariff uncertainty
26 June 2025
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
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.
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry
18 June 2025
Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.
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