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4 April 2025
Multi-Asset
Investment Manager
Multi-Manager Perspectives: Is a global trade war now inevitable?
Multi-Manager Perspectives: Is a global trade war now inevitable?
It has been a week completely dominated by the build up to and fallout from President Trump’s long-awaited speech on “reciprocal tariffs”.
3 April 2025
Responsible investment
Equity
Senior Investment Analyst, Sustainability Research
Nuclear power(ing up) – opportunities for investors
Nuclear power(ing up) – opportunities for investors
We project that a powering up of the nuclear sector will result in a $550 billion investment opportunity over the next decade.
2 April 2025
Multi-Asset
Chief Economist, EMEA
Tariff turmoil, German rearmament: where will it all end?
Tariff turmoil, German rearmament: where will it all end?
Despite geopolitical uncertainty, we expect the global economy to remain resilient. Europe’s economy could beat expectations, and we are broadly positive on equities.