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.
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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.
Where we see revenue streams emerging and broadening the AI ecosystem’s opportunity set.
Credit fundamentals and yields are supportive but an up in quality approach should help mitigate risks.
How upstream gifting may be used to reduce the tax implications of selling a concentrated stock holding.
How policy changes might prove to be the catalyst for a switch in global equity leadership.
We explore the recent recovery in markets and dividend stocks and the implications of tariff adjustments on global trade.
ECB June rate cut reflects solid progress towards target inflation.
Here are five considerations to keep in mind if you're considering an IRA rollover.
Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.