Search results for 'uncertainty'

Search results 41-10 of 10
Polina’s Perspective: a pimple soup experience in China
The menu of investment opportunities in China needs close evaluation and a longer-term horizon but with careful selection, appetites can be satisfied.
On the political ropes?
The political spotlight on Trump has put him on the defensive, as his approval rating slides to a new low point during his second term in office.
Treading on eggshells
Markets rallied this week on hopes for a US-Iran exit, whilst core rates shifted from inflation fears to growth concerns.
European Bond markets: five musings from July
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for July.
European bond markets: five musings from May
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for May.
The New World Order
Investors are happy to catch their breath for a moment, following a very active few months since Trump returned to the White House.
European Bond markets: five musings from September
Neil Mehta, Portfolio Manager, provides small pieces that make up the big picture in European macro and fixed income markets for September.
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.
Making Conclave Great Again
The week saw some optimism around the US/UK trade deal, while in Germany, Friedrich Merz had a stumbling start to his new role as Chancellor.
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.