How has relative value shifted across fixed income sectors amid tariff-related volatility and what does this mean for asset allocation?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Unpacking the most pressing issues facing fixed income investors today, including rates, spreads, volatility, and the Federal Reserve.
Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
Why we believe it’s prudent for investors to stay the course with their long-term objectives, even in volatile markets.
A discussion of the implications of additional US tariffs on Chinese exports and the measures to support its economy.
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
How are Trump’s tariffs changing market dynamics for European equities, as investors seek to navigate through post-tariff uncertainty?
How can investors weather this storm? We explore how European securitised investments stand amid the volatility.
As the impact of a new tariff regime spreads across the market, Portfolio Manager Ollie Beckett considers the potential for European smaller companies to adapt and thrive.
Intra-year stock market declines have historically rarely translated to the market being down for the entire year.