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
Both US risk assets and US economic data continue to hold up much better compared to widespread pessimism after the…
12/06/25
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
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government…
10/06/25
The rising adoption of artificial intelligence is indirectly driving water consumption by datacentres, while local scarcity could present material risks…
09/06/25
Investors could be forgiven for feeling like the ball on a roulette wheel, going round and round with the various…
06/06/25
It is essential that we understand the role of our ocean in maintaining a healthy planet and a sustainable economy.…
06/06/25
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
The announcement of an increase from 25% to 50% in US tariffs on steel imports – and President Trump’s comments…
04/06/25
Defence-related investing has taken over as the dominant investor theme for thematic exchange-traded funds. If investor flows were focused on…
03/06/25
