Resilient European High Yield market looks beyond tariff uncertainty

We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?

Investors continue to closely follow events in the Middle East – most recently the US’s strikes on three Iranian nuclear sites. world
Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?
Investors continue to closely follow events in the Middle East – most recently the US’s strikes on three Iranian nuclear sites.
Asset Allocation update – June 2025

Asset Allocation update – June 2025

Financial markets continue to display confidence that the trade war remains on a de-escalating path, even as the deadline for ‘trade deals’ to be agreed with the US moves into focus.
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry

Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.
A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry

Navigating the fog of tariffs in emerging market equities

Trade tensions continue to dominate headlines, despite the various 90-day reprieves. Relations between the US and China are clearly evolving.
Navigating the fog of tariffs in emerging market equities

Is the worst of the trade war already behind us?

The focus is on tariffs and their impact on financial markets, including wild swings in equities and a dramatic sell-off in US Treasuries and the US dollar.