The March Outlook takes a market stance on reactions around Trump’s latest policy decisions, while also diving into equity markets, fixed income and commodities more broadly.
In our Long Read, we discuss European Equity Outperformance – weighing the factors that contributed to historic underperformance and considering the sustainability of the 2025 YTD results.
Read the March Portfolio Perspectives here.
In this month's Portfolio Perspectives, we examine three themes shaping client portfolios: the evolving investment case for Chinese equities, the implications of rising Middle East...
In this month's Portfolio Perspectives, we look at the oil price shock that has followed the war between the United States, Israel and Iran, and...
Recent weeks have brought a sharp rise in market volatility, driven largely by heightened tensions in the Middle East. At points, a number of asset...