Sharing insights

Outlook 2025: New ways to diversify

As the focus moves from the US election to tariffs and trade wars, a supportive yet volatile market environment encourages investors to explore more “medium risk” opportunities in fixed income or private markets.

Navigating Rates

Donald Trump poised for White House return

With all signs pointing to a Donald Trump win, we expect many of his populist policies to cause ripples, even though markets were largely priced for this outcome. How might investors navigate the election result?

Navigating Rates

CIO roundtable: what can investors learn from a super-election year?

Going into the year, 2024 was always set to be an intense election period, with polls in more than 60 countries. It turned out to be even more action-packed than anticipated, with snap elections in France and Japan giving investors even more to focus on, in addition to the US election. What are the implications of one of the busiest years in election history? We asked our global CIOs how investors could position themselves in a shifting political terrain.

Achieving Sustainability

COP preview: managing expectations

As COP 29 and COP 16 approach, we explore expectations for both against the backdrop of political intensity and ever rising global temperatures.

House View Q4 2024: Shifting gears

What a watershed moment means for investors.

Navigating Rates

Fixed Income Forward: September 2024

A highly anticipated rate cut by the US Federal Reserve has finally arrived. We think the current more proactive rate-cutting cycle looks very favourable for bond investors.