Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
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.
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.
Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.
Assessing the potential impact of President Trump’s proposed 50% EU tariffs on European equity markets.
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
Assessing the potential impact of President Trump’s “most favored nation” drug pricing policy on biopharma companies.
Why we favor quality over speculative growth in today’s uncertain environment.
Defensive stocks have outperformed, but cyclicals still offer higher growth potential.
Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.