Weekly Market Update Has the ebb tide for US assets turned?
The retreat of foreign investors from US assets after April’s ‘Liberation Day’ tariff bazooka may be over already: US Treasury…
23/07/25
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Insights 1758
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Article
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Podcast
Talking Heads What next with digital assets such as tokenised securities?
When it comes to digital assets, attention often centres on cryptocurrencies, but for an asset manager, digitalisation opens up a…
22/07/25
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Article
Emerging market debt More to come after a good H1
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
Corporate bonds Tailwinds ahead
We are constructive on both the US and euro investment-grade segments as company fundamentals and technicals remain supportive in the…
21/07/25
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Article
Weekly Market Update The dog that didnt bite
For all the worries about the impact of US tariffs on growth and inflation, recent data shows the US economy…
18/07/25
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Podcast
Talking Heads A look at the latest ETF flows
How have investor anxieties over the impact of US tariffs on economic growth, US debt sustainability and generally volatile markets…
18/07/25
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Article
Eurozone bonds On the way to haven status?
We expect the net effects from the US trade tariffs to be disinflationary. Downward price pressures from the direct hit…
18/07/25
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Article
US fixed income Reasons for concern
Developed market interest rates remained generally range bound in the second quarter. The US economy can be expected to pivot…
17/07/25
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Podcast
Talking Heads Any viable alternatives to a US dollar in the doldrums?
With the US dollar battered by stop-start tariff policy, fiscal profligacy and questions about the independence of the Federal Reserve,…
16/07/25
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Graph of the Week What can investors expect from Q2 earnings?
As companies start reporting on second-quarter earnings, market expectations range widely. For the tech-heavy US NASDAQ 100 index, earnings are…
14/07/25