"In his November TAKE, Senior Portfolio Manager Andrew Slimmon discusses his post-election thoughts on the equity markets and ...

I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, ...

The shift in China’s policymakers’ tone has been dramatic, but actions so far represent only a modest step in the direction ...

A successful approach to operational value creation has been key to driving successful private equity outcomes over the last ...

What are the economic and corporate consequences of higher tariffs? In this insight, our Broad Markets Fixed Income team ...

At the time of writing, consumer staples appear out of favour and somewhat overlooked. Since the end of the pandemic in 2022, ...

MACRO:William Davies, Chief Investment Officer, commented: “President Trump’s victory has surprised some, but markets had already priced in political volatility risk ahead of the US Presidential ...

The Red Wave is building. A Republican win could be confirmed in short order without any elongated recount or legal dramas. The key change in policy is how the US will deal with the rest of the world, ...

The performance for local and hard-currency emerging markets (EM) debt was bolstered in Q3 2024 on support from an improved macro backdrop. We expect strengthening EM currencies, attractive real ...