Tailwinds for emerging markets include...
Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand…
05/11/25
Emerging markets
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Podcast
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Article
Happy holidays?
The fourth quarter of the year has historically seen the best performance, at least for US and emerging market equities.…
29/10/25
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Podcast
Talking Heads – Flexibility in...
James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return…
09/10/25
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Article
Weekly Market Update – Why...
Several Asian central banks have started cutting interest rates, driving down bond yields in Asia. In contrast, the US Federal…
10/09/25
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Article
Emerging market debt – More...
While geopolitical concerns and trade uncertainty are likely to continue weighing on investor sentiment over the near term, emerging market…
22/07/25
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Article
Weekly Market Update – Asia...
The US Federal Reserve is waiting to gauge the impact of the administration’s import tariffs on US growth and inflation…
14/05/25