Risk assets rebounded in Q2 as worries about tariffs eased and earnings growth proved resilient. Can the trend continue to hold on?
Insights
How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.
Healthcare is the largest sector within the Collateralised Loan Obligation (CLO) universe. How can CLO investors navigate this environment?
Low valuations, accommodative monetary policies, and fiscal spending initiatives are boosting the outlook for ex U.S. stocks.
With the significant fluctuation in markets following "liberation day," we invite you to attend a webinar where we'll be exploring the impacts and implications on the global economy following the introduction of tariffs during Trump's administration. The upcoming webinar is scheduled for 9 July, 2025, where we will have the hear insights from Josh Cummings, Portfolio Manager and Steve Weeple, Client Portfolio Manager from the Global Research Growth Fund, who manage of over $47 billion in assets. Josh was recently featured in Livewire Markets, discussing the impressive growth trajectory of Spotify. This webinar promises to offer valuable perspectives on investment strategies.
How companies are navigating tariff uncertainty and earnings impacts.
Oil prices surged on supply fears in the wake of Israel’s attack on Iran, but the long-term outlook will be shaped by Iran’s response, as well as OPEC.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.