Monthly Market Viewpoint – Waiting...
Is the US economic slowdown finally arriving? Like Vladmir and Estragon in En attendant Godot, some investors see the recent…
07/08/25
Fixed income
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Article
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Podcast
Talking Heads – Setting a...
With the second half of the year now well underway, what are the prospects for the major economies and financial…
06/08/25
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Video
Which way will the wind...
After a first half fraught with many challenges, what will steady investor nerves, if anything? Will the resilience of the…
04/08/25
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Graph
Graph of the week -...
At a time when spreads on US investment-grade corporate bonds are at record lows, US agency mortgage-backed securities (MBS) offer…
01/08/25
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Article
The need for stronger US...
US Treasury bonds have long provided domestic and foreign investors a modest yield that was assumed to be risk free.…
24/07/25
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Podcast
Talking Heads – What next...
When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a…
22/07/25