Search results for 'uncertainty'

Search results 1-10 of 10
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.
Global Equity Investor insight | May 2025
Monthly update on the global equity market from Jeremy Richardson.
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.
Unlocking the illiquidity premium in EMD
We discuss how – at a time of global uncertainty – EM private credit investors can benefit from enhanced yield and a compelling risk-reward balance.
Global Equity Investor insight | February 2026
Jeremy Richardson looks at volatility within the market as AI moves from theoretical to real-world applications.
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.
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.