Tariff turmoil in the Treasury...
The US bond market saw a significant rise in rates across the yield curve in the first half of April…
28/04/25
Portfolio perspectives
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Article
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Article
An ETF for European equities...
Despite the region’s improving medium to long-term prospects, European equities have repriced dramatically in recent weeks, namely in response to…
23/04/25
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Podcast
Talking Heads – ETF flows...
Equity flows to exchange-traded funds diverged earlier this year, with outflows from US ETFs but inflows to European, emerging market…
22/04/25
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Article
Fixed income absolute return investing...
Our approach to fixed income absolute return investing aims to generate positive returns over an economic cycle regardless of conditions.…
17/04/25
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Article
Moderating inflation keeping ECB on...
The eurozone economy is facing a dramatic increase in macroeconomic uncertainty. Changes in US foreign policy are forcing a re-think…
17/04/25
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Article
Monthly Market Viewpoint – Waiting...
Market gyrations due to rapidly changing tariffs are likely to continue until some sort of agreement is reached between the…
15/04/25