Monthly Market Viewpoint – Accelerating...
The dominance of the technology sector in US equity market returns was a key theme in 2024 with the rise…
01/07/25
Portfolio perspectives
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Article
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Podcast
Talking Heads – Have green...
Green bonds, whose revenues are used to fund green projects such as renewable energy, have matured. Investors have adopted the…
01/07/25
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Article
Equity Outlook – More wind...
The imposition of tariffs by the Trump administration puts more wind in the sails driving the dominance of tech and…
01/07/25
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Article
What a lull in trade...
Investor sentiment in US equity markets has improved notably in recent months as pessimism surrounding the tariff rhetoric from the…
30/06/25
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Podcast
Talking Heads – What’s new...
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global…
25/06/25
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Article
Tackling uncertainty with absolute return...
After years of yielding close to or even below zero percent, bonds are looking more attractive again – that’s not…
20/06/25