"In his November TAKE, Senior Portfolio Manager Andrew Slimmon discusses his post-election thoughts on the equity markets and ...

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

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

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 ...

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, ...