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Romania - back on track after a high-stakes election

Romania risk assets have rebounded on an election win for pro-EU centrist Dan. We discuss what this means for the country’s economy and bond markets.

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Sheraz Hussain
May 20, 2025

Global equities: where we do stop on the tariff staircase?

A focus on company fundamentals, especially quality companies run by strong management teams, is the optimal way to navigate the current uncertainty.

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Jeremy Richardson
May 23, 2025

Can US exceptionalism persist without fiscal spending?

It’s no coincidence that US exceptionalism has coincided with the loosest fiscal policy in modern history. Malin Rosengren shares her thoughts.

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Malin Rosengren
Apr 17, 2025

What can be done to save ‘Broken Britain’?

Investing in the UK macro space is tough right now, and ‘Broken Britain’ will need a lot of work to become an attractive place to confidently invest.

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Neil Mehta
Apr 14, 2025

Big not beautiful

In the wake of negative newsflow surrounding Trump’s tariff agenda, it seems the administration is determined to generate some positive headlines.

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Mark Dowding
May 23, 2025

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