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4 April 2025

Anthony Willis

Investment Manager

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

Natalia Luna

Senior Investment Analyst, Sustainability Research

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

Steven Bell

Chief Economist, EMEA

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.