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- Will the AI boom ever end?
- China: The next leg up
- Why Europe is back on the radar for global investors
- AI: A Multi Billion Dollar Opportunity
- Ready for a Trump Fed?
- Q3 Multi-Asset perspectives: The new invincibility?
- Trouble with the curve again: a warning for global markets
- Navigating credit markets with a sailor’s mindset
- Power surge
- Investing amid Korea’s economic transformation
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Find out moreOur Thinking
Investment Opinions
Will the AI boom ever end?
25 November 2025 | Julian Howard
The US stockmarket is starting to show signs of fatigue with Artificial Intelligence (AI). But the underpinnings of this revolution remain fundamentally sound. Investors’ main focus should be long-term equity returns and effective diversification.
Investment Opinions
China: The next leg up
21 November 2025 | Ygal Sebban
China continues to demonstrate robust economic growth, despite global uncertainty. Ygal Sebban, Investment Director, Emerging Markets Equities, highlights the country’s resilience and its potential to benefit significantly from advancements in artificial intelligence (AI) and technology.
Multi Asset Blog
Britain’s search for a credible Budget
17 November 2025 | Julian Howard
The UK Autumn Budget looms on Wednesday 26 November amid policy U-turns and a backlash over rumoured manifesto-breaking tax hikes. With fiscal pain now unavoidable, bond and FX markets are signalling broader unease, mirroring the challenges facing many free-spending, heavily indebted Western economies.
