Individual

For people managing their own savings and investments.

Financial advisors and wealth managers

For people managing savings and/or investments on behalf of someone else.

Institutional

For pension schemes, insurers, charities, universities, family offices and treasurers.

Change country site
  1. Home

Insights and research

The expert opinion and research driving our investment decisions.

Insights

Emerging markets: Asian equities not surrendering to Trump's trade war
Insights
Emerging markets: Asian equities not surrendering to Trump's trade war

Amid the tariffs, the supply chain reshuffling, and the geopolitical tensions, a look at the unexpected post-Liberation Day outperformance of the asset class and why we believe the investment case for emerging markets and Asian equities remains intact.

3 min Read
A CIO's guide to Q2
Insights
A CIO's guide to Q2

Amid today's market volatility and geopolitical tensions, Chief Investment Officer Peter Branner provides his must-read articles for the second quarter of 2025.

1 min Read
Emerging markets: Redefining fixed income in Asia
Insights
Emerging markets: Redefining fixed income in Asia

Amid policy predictability, structural reform, and real yield, a look at how solid foundations can drive returns in Asian fixed income.

3 min Read
Fund financing: Navigating volatility with a private market sub-line
Insights
Fund financing: Navigating volatility with a private market sub-line

A look at why subscription-line loans may be a game changer for some private market investors, and how they may offer higher yields and stable income without extra credit risk.

4 min Read
Emerging markets equities: Game on or game over?
Insights
Emerging markets equities: Game on or game over?

In the latest episode, Devan and Tom recap the first quarter of 2025 before delving into the impacts of US policies and exploring the opportunities ahead for the asset class.

13 min Listen
Private markets: An investment haven in an uncertain world?
Insights
Private markets: An investment haven in an uncertain world?

A look at how private markets may offer stability and growth in today's volatile world. Can they be an investment haven? Discover the potential.

4 min Read
Small caps: Quality as a cornerstone
Insights
Small caps: Quality as a cornerstone

A look at how quality small-cap stocks may offer meaningful downside protection during market stress while delivering potentially compelling long-term returns.

2 min Read
Emerging markets debt: The aftershocks of Liberation Day
Insights
Emerging markets debt: The aftershocks of Liberation Day

In the latest episode, Edwin and Paul recap the first quarter of 2025 before turning their attention to tariffs and trade wars and what they could mean for emerging market fixed income investors.

13 min Listen
View all articles

Global Macro Research

How tariffs shift the economic outlook
Global Macro Research
How tariffs shift the economic outlook

A look at how recent tariffs announced by President Trump are reshaping the global economic outlook, what this could mean for future trade dynamics, and if a stagflationary shock is heading investors' way.

6 min Read
How high could tariffs go?
Global Macro Research
How high could tariffs go?

In the latest episode, hosts Paul and Luke discuss Trump's bombshell tariff announcements and the potential economic impact on inflation, growth, and global trade.

28 min Listen
Emerging markets: Navigating in the fog of trade war
Global Macro Research
Emerging markets: Navigating in the fog of trade war

As President Trump raises tariff havoc, letting slip the fog of trade wars, a look at how emerging markets are navigating the complexities and potential opportunities in shifting global policies.

7 min Read
New world order
Global Macro Research
New world order

How may US policy uncertainty impact the global economy? Discover key trends we believe are shaping the new world order.

6 min Read
Is the economy heading for a Trumpcession?
Global Macro Research
Is the economy heading for a Trumpcession?

Amid elevated uncertainty, federal job cuts, and higher tariffs, Luke and James examine exactly where the US economy is heading.

32 min Listen
Are tariffs a growth or inflation shock?
Global Macro Research
Are tariffs a growth or inflation shock?

Amid President Trump's confirmed tariff increases on China, Mexico, and Canada, a look at their impact on the global economy.

4 min Read
China: DeepSeek and beyond
Global Macro Research
China: DeepSeek and beyond

A deep dive into how DeepSeek lifts the lid on China's technological advancements.

4 min Read
The dragon strikes back
Global Macro Research
The dragon strikes back

A look at the challenges China faces in offering concessions to remove the latest 10% tariff increase, which is also expected to rise further.

4 min Read
View all in-depth research
Contact and support
Accessibility
Cookie policy
Legal and regulatory
Legal notice
Privacy
SecurityOpens in new window
Modern Slavery StatementOpens in new window
MiFID IIOpens in new window