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Equity : US Insights
16 June 2025
Equity
Global Head of Emerging Market Equities
Client Portfolio Manager
Navigating the fog of tariffs in emerging market equities
Navigating the fog of tariffs in emerging market equities
Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.
12 June 2025
Fixed income
Global Head of Fixed Income
Midyear fixed-income outlook: Strategic scenarios for bond investors
Midyear fixed-income outlook: Strategic scenarios for bond investors
How will policy uncertainty and macro headwinds shape opportunities in fixed income?
10 June 2025
Fixed income
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – June 2025
In Credit Weekly Snapshot – June 2025
Our fixed income team provide their weekly snapshot of market events.