Location
Please select your investor type by clicking on a box:
We are unable to market if your country is not listed.
You may only access the public pages of our website.
Insights
Featured articles
Monetising macro volatility in Trump 2.0
As a macro investor, Russel Matthews seeks to identify the best opportunities regardless of market backdrop. He shares his views on the year ahead.
EM equities: when challenges become opportunities
EM equities have started to perform better relative to DM equities of late. We look at whether this performance can be sustained and the main drivers.
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.
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.
All insights
Filter by
Filtered by:
All specialisms, All topics, All authors, All formatsSign 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
