14/04/2025 Cross Asset Research Cross Asset Investment Strategy - April 2025 Our April edition outlines seven insights for navigating trade war turbulence, concentrating on emerging markets post-tariff pause, the uncertain nature...
14/04/2025 Economy & Markets Emerging Markets beyond the 90-day tariff pause Despite a 90-day tariff pause, the US-China trade war escalates, hitting Asia hardest. Latin America is less affected. Inflation outlooks are uncertain,...
14/04/2025 Economy & Markets The uncertain reality of tariffs and the future of gold Trump's tariffs seek to address trade imbalances and revitalize manufacturing, but their impact is uncertain. Gold stands out as a stable investment amid...
11/04/2025 Economy & Markets Navigating trade war turbulence Trade wars are disrupting the global economy, potentially causing profit recessions from rising costs and lower demand. Investors should focus on European...
31/03/2025 Capital Market Assumptions The global economy's path in a fragmented world A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.
31/03/2025 Economy & Markets Demographics will shape future growth potential Shifts like lower fertility and immigration rates will challenge potential growth and tilt population dynamics towards Asia and Sub-Saharan Africa.
17/03/2025 Positive mood in Emerging Markets Recent weakness in US markets may boost foreign investors’ appetite for China and other emerging markets such as India.