Search results for 'uncertainty'

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Dollars and Sense podcast
In this episode of Dollars and Sense, we discuss increased geopolitical risk, the AI hyperscaler buildout, and European banking resilience.
Polina’s Perspective: When Washington Burns and Markets Stay Cool
Following a visit to Washington DC for the IMF meetings, Polina Kurdyavko shares her thoughts.
ABS delivers performance through volatile market environments: what next?
We discuss how asset-backed securities provide an attractive investment proposition today and will perform well in benign and volatile environments.
The Philippines: the future is young
A research trip to the Philippines revealed a country facing headwinds and stock valuations at historic lows, but also a young, dynamic population.
Friend or Foe – could this be the defining question for EM sovereigns in 2026?
We explore US policy uncertainty and potential flashpoints in EM this year. As always, skilled active management is key to investing in this space.
Global Equity Investor insight | June 2025
Monthly update on the global equity market, discussing two scenarios that appear to have replaced tariff uncertainty in the minds of investors.
Global Equity Investor insight | February 2026
Jeremy Richardson looks at volatility within the market as AI moves from theoretical to real-world applications.
LatAm: political shifts and corporate resilience
Political uncertainty is the dominant theme in Brazil and Chile, with elections upcoming. Following a recent trip, we share insights from the ground.
Global Equity Investor insight | December 2025
Jeremy Richardson looks at the mood change in equity markets as consumers feel increasingly uncertain about the economic outlook.
Is this the end of US exceptionalism?
Spread compression reflects improving fundamentals and a realisation that Europe can offer a more attractive hunting ground for credit investors.