House View Q3 2025: Fear of going in?

Tariffs and geopolitics may have unsettled investors – but rebounding financial markets might prompt a change of heart. Our House View guides investors as opportunities emerge.

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Navigating Rates

We think Donald Trump’s threat of 30% tariffs on EU imports could be negotiated lower, but investors may need to prepare for a period of market adjustment.

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Climate | ~5 min read

Adapting to climate change is vital - especially in emerging markets. But blended finance and other tools can help unlock investment to build resilience.

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Navigating Rates

In the first in a new series on fixed income investing techniques, we examine how bond investors can minimise the risk of defaults.

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