Featured articles

indonesia-a-long-term-growth-story.jpg

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.

Veronique Erb 80 x 80.jpg
Veronique Erb
Apr 02, 2025

European bond markets: five musings from March

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.

Neil Mehta 80 x 80.jpg
Neil Mehta
Apr 01, 2025

Unlocking markets: the winners take all

In our Global Equities podcast episode, we discuss how in uncertain times, innovative firms can create a competitive advantage and gain market share.

Habib Subjally 80 x 80.jpg
Habib Subjally
Mar 31, 2025

Liberation day? The first views from our US fixed income desk

President Trump has announced reciprocal tariffs, many of which exceeded market expectations. Andrzej Skiba, Head of US Fixed Income, gives his views.

A Skiba 80 x 80.jpg
Andrzej Skiba
Apr 03, 2025

Trump’s tariff tango

Many investors had taken a complacent view ahead of Liberation Day, yet the outcome was a complex array of tariffs at various rates on a global basis.

Mark Dowding 80 x 80.jpg
Mark Dowding
Apr 04, 2025

All insights

Filter by

Filtered by:

All specialisms, All topics, All authors, All formats

Sign up for insights by email

Subscribe now to receive the latest investment and economic insights from our experts, sent straight to your inbox.

Featured insights authors