I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, ...

The shift in China’s policymakers’ tone has been dramatic, but actions so far represent only a modest step in the direction ...

A successful approach to operational value creation has been key to driving successful private equity outcomes over the last ...

What are the economic and corporate consequences of higher tariffs? In this insight, our Broad Markets Fixed Income team ...

At the time of writing, consumer staples appear out of favour and somewhat overlooked. Since the end of the pandemic in 2022, ...

Emerging markets debt is currently benefitting from a favorable macro backdrop, attractive real yields and growing investor ...

MACRO:William Davies, Chief Investment Officer, commented: “President Trump’s victory has surprised some, but markets had already priced in political volatility risk ahead of the US Presidential ...

Gold’s uptrend remains well supported as the long-term debasing of paper money will attract investors. Oil supplies will grow as US drilling and pumping activities rise and commodities needed by the ...

For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients) This document is intended for informational purposes only and ...