13/05/2026 Cross Asset Research Cross Asset Investment Strategy - May 2026 Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.
25/07/2025 Retirement Pension Funds Letter 24 - A rebooting world: Decoding the ch... Explore the strategies Pension Funds use to navigate geopolitical changes and climate investing opportunities in 2025 for better outcomes.
23/07/2025 Economy & Markets Summer Twists: Tax Cuts, Tariffs, and Treasuries The OBBBA fiscal plan impacts US debt, social programs, and economic growth. This article provides a detailed analysis of its short and medium-term economic...
23/07/2025 Cross Asset Research Cross Asset Investment Strategy - July-August 2025 Find the latest edition of our monthly publication, focusing on the OBBBA, tariff negotiations, and the future of fixed income
16/07/2025 Portfolio Strategy A brief history of US protectionism and global trade Understanding the historical dynamics of trade and protectionism provides insight into today's increasingly multipolar world.
2/07/2025 Podcasts Global Investment Views - Mid-year Outlook 2025 - Riding out... In this podcast, Monica Defend discusses the 2025 economic outlook: growth, monetary policy, geopolitical impacts, US dollar trends, and investment strategies...
17/06/2025 Global Outlook Mid-year Investment Outlook 2025 This paper highlights our investment themes, key convictions, and asset class views for the remainder of 2025.