Portfolio Manager Indriatti Van Hien believes that despite geopolitical tensions and fiscal uncertainties, stabilising capital flows and easing inflationary pressures offer a promising outlook for UK equities.
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Portfolio Manager Ollie Beckett explores how European small caps could be poised to emerge from the shadow of their large cap counterparts as Germany seeks to lead Europe’s economic resurgence.
How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Improving EM fundamentals are driving sovereign credit rating upgrades, which have been more than double the number of downgrades so far in 2025.
Portfolio Manager Hamish Chamberlayne explores how, in a world marked by geopolitical upheaval, artificial intelligence (AI) is transforming traditional economic forces, presenting both opportunities and challenges.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
Weakness is U.S. hiring should be taken within the context of tariff uncertainty, but other labor market metrics are holding steady.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.
How might investors position themselves to capitalise on the growth of the humanoid robots revolution?
Delving into the relative value between fixed income sectors and our preference for carry.