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Featured articles
European bond markets: five musings from January
As we reach month end, Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets.
UK gilts: the storm after the calm
The risk premium the market attaches to UK assets could linger for longer this time, given the government’s reluctance, as yet, to change course.
Education in emerging markets: closing the gap
Within our EM Equity team, awareness of ESG factors at country level is useful for positioning our portfolios in areas of long-term structural growth.
Unlocking markets: why investors should care about EM
In our EM Equities ‘Unlocking markets’ episode, we discuss Trump 2.0, Saudi’s appeal from a top-down perspective, and compelling domestic sectors
DeepSeek shows us that 2025 won't just be about Donald Trump
This week’s DeepSeek disruption may inject some reality back into a market which, at times, has been at risk of believing too much in its own hype.
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