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Latest insights

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Fighting may stop, but the economic fallout is just getting started

Markets rallied on easing Middle East tensions this week, but oil supply shocks are now feeding through to inflation and growth forecasts.

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Mark Dowding
Apr 17, 2026

Latin America’s next growth wave

Nearshoring, rising consumer demand, and low financial services penetration are creating long-term opportunities across Latin America.

South Korea: reforms are creating long-term opportunities

We look at how South Korea’s economy is benefitting from memory chip exports, robust industries, and corporate governance reform.

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Will Hayes
Apr 13, 2026

Are investors positioned for Japan’s economic re-awakening?

Our Asian equity team discusses the current landscape for Japanese equities and the opportunity for investors, who remain underexposed to this economy

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Maya Funaki
Apr 10, 2026

Too Weak Ceasefire?

Markets rallied this week on ceasefire news, whilst oil fell and investors grappled with Middle East conflict and resilient U.S. employment data.

Mark Dowding 80 x 80.jpg
Mark Dowding
Apr 10, 2026

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