Weekly Market Update - Lets talk about monetary policy
The reaction of financial markets to the current rickety state of the world could perplex, or even shock, investors. Do…
19/06/25
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Insights 1776
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Article
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Graph
Graph of the Week Geopolitical risk abruptly returns to centre stage
Further tensions and conflict have added to investor concerns over stability in the Middle East, pushing financial markets into adopting…
19/06/25
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Graph
Graph of the Week - Volatility indices: tariffs did not faze US markets (much or for long)
In the days after President Trump’s ‘Liberation Day tariff announcements on 2 April, the Chicago Board Options Exchange’s volatility index…
13/06/25
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Article
Weekly Market Update Tariff impact still ahead
Both US risk assets and US economic data continue to hold up much better compared to widespread pessimism after the…
12/06/25
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White paper
ETF Watch June 2025
May was a significant month for UCITS ETF flows (+€26.2 billion). Equities contributed the lion’s share (+18.5 billion), with global…
10/06/25
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Podcast
Talking Heads Making the case for absolute return bonds
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government…
10/06/25
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Article
Addressing the hidden water footprint of data
The rising adoption of artificial intelligence is indirectly driving water consumption by datacentres, while local scarcity could present material risks…
09/06/25
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Article
Monthly Market Viewpoint Round and round we go
Investors could be forgiven for feeling like the ball on a roulette wheel, going round and round with the various…
06/06/25
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Article
Sustainable by nature sequel Reconnecting to our ocean
It is essential that we understand the role of our ocean in maintaining a healthy planet and a sustainable economy.…
06/06/25
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Podcast
Talking Heads Which long-term themes are set to drive global equity markets?
Amid market doubts over the US’s exceptionalism, where can investors seeking diversification turn? Is a ‘re-awakened’ Europe an alternative? In…
05/06/25