Featured articles

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Can US exceptionalism persist without fiscal spending?

It’s no coincidence that US exceptionalism has coincided with the loosest fiscal policy in modern history. Malin Rosengren shares her thoughts.

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Malin Rosengren
Apr 17, 2025

What can be done to save ‘Broken Britain’?

Investing in the UK macro space is tough right now, and ‘Broken Britain’ will need a lot of work to become an attractive place to confidently invest.

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Neil Mehta
Apr 14, 2025

Unlocking markets: the CLO 2.0 era

In our ‘Unlocking markets’ podcast episode, we discuss CLO markets, a complex area of finance that is frequently misunderstood by many investors.

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Mark Shohet
Apr 14, 2025

Indonesia: a long-term growth story

Despite recent stock market falls and policy uncertainty, our EM Equity team believes the Indonesia equity story is a favourable one.

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Veronique Erb
Apr 02, 2025

Past the worst?

In period of relative market calm, we look at the long-term impact of the tariff tussle on inflation, growth and fixed income opportunities.

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Mark Dowding
Apr 17, 2025

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