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15 April 2025
Fixed income
fixed income
Democracy in decline: the impact on financial markets
Democracy in decline: the impact on financial markets
World leaders are getting older and global democracy scores are falling. What are the potential outcomes for global markets?
14 April 2025
Multi-Asset
Multi asset
Is the worst of the trade war already behind us?
Is the worst of the trade war already behind us?
The focus is on tariffs and their impact on financial markets, including wild swings in equities and a dramatic sell-off in US Treasuries and the US dollar.
9 April 2025
Fixed income
Tariffs and credit markets
Tariffs and credit markets
In the US, the Trump administration’s imposition of tariffs on imports from trading partners across the world has seen markets plunge. Here is what we are thinking as a credit desk and how we are approaching portfolios.
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