Are we back to the 1890s with the new “liberation day” tariffs?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
How can investors optimise portfolios through this uncertain environment?
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
Why the first quarter of 2025 is critical in shaping the inflation outlook and subsequent rate decisions.
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.
Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
European AAA CLOs offer the opportunity to capture high credit quality, defensive income and improve portfolio diversification. How do CLOs work and what can history tell us about the asset class?
Misconceptions that securitisations are ‘complex’, ‘illiquid’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.