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Macro and market

Showing 10 of 49 Insights Posts
monthly market snapshot
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Market Review — February 2025

A monthly update on equity, fixed income, currency, and commodity markets.

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event March 2025
18 min
Whitepaper
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1096496308
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

FOMC meeting: Misery loves company

Fixed Income Portfolio Manager Jeremy Forster explores the Fed's decision to hold rates, downgraded economic forecasts, and the implications of balance-sheet policy changes on inflation and market conditions.

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event March 2025
3 min
Article
2026-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
inflation hedge gold coins
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Can quality hedge against inflation?

Can Quality hedge against inflation? In this latest edition of Chart in Focus, we explore the historic outperformance of high-quality stocks and bonds during periods of high inflation, perhaps offering lessons should inflation surprise to the upside in 2025.

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event February 2025
3 min
Article
2026-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
rapid-fire-questions-tim
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Rapid fire questions with Tim Manning

In this edition of our "Rapid Fire Questions with Portfolio Managers" video series, Tim Manning shares his views on 3 key questions on US equity market outlook.

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event December 2024
2 min
Video
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

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event December 2024
4 min
Video
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Categories final
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Is your portfolio keeping pace with the changed outlook?

It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?

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event December 2024
8 min
Article
2025-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Helicopter view of the New York City skyline and the The Trump Building in Lower Manhattan, New York.
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Chart in Focus: Is the “Trump trade” real?

Is this "Trump trade" real?In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.

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event November 2024
3 min
Article
2025-11-29
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wooden-ship-wheel
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Time for bond investors to take the wheel?

Volatility makes bond investing less straightforward, but it can also create opportunities, provided investors are in a position to "take the wheel" in order to capitalise on them.

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event November 2024
8 min
Article
2025-11-30
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Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

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event November 2024
3 min
Article
2025-11-30
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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.

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event November 2024
4 min
Article
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.