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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
A noisy Trump, but relief that there isn't any follow through….(yet)
Trade tariffs – and widespread global economic disruption – were the talk of the week, with outlandish claims on Gaza also hitting the headlines.
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