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

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

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 ...

The Red Wave is building. A Republican win could be confirmed in short order without any elongated recount or legal dramas. The key change in policy is how the US will deal with the rest of the world, ...

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 ...