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22
Insights Posts
Early thoughts on historic hike in US tariffs
Macro Strategist Michael Medeiros explores the significant economic and market implications of the latest US tariffs, highlighting potential recession and inflation spikes, and the impact on global trade relations.
4
min
Article
2026-05-31
Sacrificing stocks on the altar of trade
Brij Khurana discusses the Trump administration's new stance on trade and its impact on the US economy, global markets and asset prices.
5
min
Article
2026-04-30
Could “Liberation Day” trigger a shift in capital flows?
John Butler discusses groundbreaking US tariffs, their impact on capital flows, and the changing investor perception of the US and Europe.
3
min
Article
2026-05-31
What's current in credit: November 2024
Connor Fitzgerald explores the impact of President Trump’s US election victory on credit markets. Where are the opportunities and risks for credit investors now?
4
min
Video
2025-12-31
What does Trump's US election win mean for bond investors?
During the week of US election, Paul Skinner interviews Connor Fitzgerald, Fixed Income Portfolio Manager, on the market implications and his portfolio positioning following the presidential election results.
4
min
Article
2025-11-30
It’s different this time: Trump faces challenging geopolitical dynamics
Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.
3
min
Article
2025-11-30
Trump win likely to accelerate macro trends already in motion
The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.
5
min
Article
2025-11-30
What do the US election results mean for investors?
The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.
Video
2025-11-30
Are bond investors ready for a US industrial revolution?
Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.
6
min
Article
2025-10-31
What's current in credit?
In this short video series, Fixed Income Portfolio Manager Connor Fitzgerald takes a look at what's current in credit. Given rather tight credit spread valuations, what is Connor's outlook for the next twelve months and where are the opportunities and risks now?
5
min
Video
2025-10-31
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