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.
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...
Recent market commentary has been dominated by rising tensions in the Middle East, but the bigger investment picture is more complex than any single headline...
The health of the US consumer is one of the most important determinants of the global economic outlook. Household consumption accounts for almost 70% of...