How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.
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The doubling of Japanese sovereign bond yields over the past year could have negative ramifications for government issuers around the word.
With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.
Low valuations, accommodative monetary policies, and fiscal spending initiatives are boosting the outlook for ex U.S. stocks.
Resilient hard economic data give the Fed cover to further observe the possible inflationary impact of still-uncertain tariffs.
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.
How policy changes might prove to be the catalyst for a switch in global equity leadership.
Assessing the potential impact of President Trump’s proposed 50% EU tariffs on European equity markets.