Investment perspectives: May 25
In this edition, we review Q1 market performance and look ahead to Q2 trends, while exploring inflation’s impact on central bank policy, shifting global value opportunities, and the growing relevance of systemic risks in shaping investor decisions.
Global investment market review: April 2025 - performance & highlights
Global markets saw mixed performance in April 2025 amid trade tensions, with Japan and Europe leading, and bonds and commodities...
Spotlight on China
China’s economy rebounds with stimulus and trade easing, yet property concerns and tariff uncertainty mean investors must stay alert to...
Emerging markets: Into the spotlight?
Despite recent challenges, emerging markets offer strong long-term growth, favourable demographics, and diversification potential for investors seeking global exposure.
Government debt – what it means for investors
Government debt is rising globally. What does it mean for investors, and how can sovereign bonds still play a role...
Investment perspectives: April 25
In this edition, we review Q1 market performance and look ahead to Q2 trends, while exploring inflation’s impact on central bank policy, shifting global value opportunities, and the growing relevance of systemic risks in shaping investor decisions.
Global investment market review: Q1 2025 performance & highlights
Discover how global markets performed in Q1 2025. This review covers key trends across equities, bonds, and commodities, with insights...
Global investment market outlook: Q2 2025 trends & insights
Our Q2 2025 outlook covers global market trends, investment risks, and opportunities across equities, bonds, and emerging markets.
At what price?
Inflation has moved back into the spotlight following the wide-ranging trade tariffs from Donald Trump’s US government.
A new era? From US exceptionalism to exceptional European value opportunities
In recent years, US equities have consistently outperformed other markets, fostering the notion of American exceptionalism.