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.
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.
Brazil’s forecast: cloudy with a chance of sunlight
Our EM Equity trip to Brazil revealed resilience beneath the uncertainty, with select opportunities in quality equities at attractive entry points.
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.
2026 Market View: Geopolitics
Timothy Ash, BlueBay Senior Sovereign Strategist, summarises the market in 2025 for the Geopolitics, and gives his thoughts for 2026.
2026 Market View: US Equities
Jeremy Richardson, Senior Portfolio Manager, summarises the market in 2025 for the asset class, and gives his thoughts for 2026.