insights.

Donald Trump’s return to the White House marks an end to free trade. We consider what this might mean for global markets and emerging markets in particular. 

What recent investments has our Plastic Circularity strategy made, and what were the key corporate deals, scientific reports and policy developments in Q4?

Each December, the so-called Santa rally glides into investment discourse. Do equities really perform more strongly into the end of each year, and can we expect an extension on 2024’s already robust gains?

Security selection is growing more vital in the current market environment, and active management of risk premia can help limit exposure to vulnerable issuers.  

How heavily could higher US tariffs impact global growth? Simply put uses historical precedents to forecast the effects and calibrate how our multi-asset portfolios should respond.

HM The King hosted an event focused on nature-based business and investment for the UK launch of the Circular Bioeconomy Alliance.

Donald Trump’s policy agenda could have profound implications for the US economy and global markets. Our equity, fixed income, multi-asset and convertible bond teams assess three key impacts.

Markets expect a hike in US tariffs to 10% on all imports to drive a surge in domestic inflation. This week in Simply put, we assess the potential short- and longer-term impacts.