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
Fixed income
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Article
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Article
Long-term asset allocation – The...
How much has changed for long-term investors with Donald Trump’s re-election as US president. His administration is remaking the global…
15/08/25
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Article
Euro high-yield shows resilience despite...
Euro high-yield bonds have continued to perform well with relatively low volatility, showing resilience in the face of considerable uncertainty.…
12/08/25
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Article
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
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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