insights.

Will Trump’s trade war spark inflation? We consider 2018’s tariffs to ascertain whether the notion that tariffs equal inflation is correct. 

Senior hire to bolster coverage of the UK institutional market, with a focus on the defined contribution sector.

We profile two companies from emissions-intensive industries, drawing on analytical and engagement experience to discern which is more likely to fulfil its decarbonisation target. 

We review our convertible bond strategy’s performance and why we think 2025 bodes particularly well for these versatile instruments. 

As investors brace for a potential trade war, we analyse tariff history to assess how the levies – whether reciprocal or unilateral – could impact inflation and growth. 

Markets are putting more stock in broadening equity returns and a greater fixed-income term premium than growth risks posed by a potential rise in tariffs.

In today’s ‘search for carry’, how can fixed-income investors access high-yield credit markets while enhancing both liquidity and potential returns? 

Amid promising forecasts for growth and market returns, there is still good reason to try to mitigate tail risks in 2025.