What does Trump 2.0 mean for emerging markets?
Fast reading Trump’s proposed tax policies look favourable for the US tech sector as a lower tax burden should free up resources at many industries to spend on technology. Rising tech spend is likely to benefit Taiwan and South Korea as both economies are integral to global tech supply chains as well as the Indian […]
Various tailwinds support private markets
2025 Outlook
Fixed income: New challenges for the easing cycle
2025 Outlook
Will the equities rally continue in 2025?
2025 Outlook
Another banner year for liquidity?
2025 Outlook
Stewardship: a coming of age
2025 Outlook
Whatever it takes 2.0
market snapshot
Global reverberations of the US election
Two weeks out, the storm that was the US election has given way to clearer skies—and more clarity on how the Trump administration might turn campaign promises into policy. Our CIO for Global Equities Stephen Auth recently outlined how the issues of tax cuts, higher tariffs, reduced regulations, smaller government, immigration reform and resolution of […]
The trouble with tariffs
The US election is over, and investors are beginning to assess who will be the winners and losers during Trump’s second term in office. Will President-elect Trump do all that he said he would do? Or was a lot of what he proposed just campaign rhetoric? We can be fairly certain that tariffs are going […]
An agile approach to credit – amid volatility and uncertainty
Unconstrained Credit
