Amid heightened geopolitical tensions, policy divergence and persistent questions around the strength of global demand, investors continue to navigate a complex and often contradictory macroeconomic environment.

When crises hit, they always seem new, unexpected and shocking. They cause us to worry whether markets can really ever recover. This is the essence of shocks; they are, to offer a truism, unexpected.

This episode explores the first 100 days of Donald Trump's second presidency, looking at his impact on the economy, market volatility and shifting trade dynamics. 

We take a close look at market efficiency as part of our core investment principles podcast series.

The bond market has experienced heightened volatility. Hear how senior fund manager Shalin Shah has navigated these turbulent times.

In this hot-take, Managing Director Charlie Parker and CIO Fahad Hassan examine the tariff drama of recent weeks.

Positioning for a profit cycle recovery, while maintaining broad market exposure, has helped portfolios outperform their benchmarks in 2024.

The year we now head into is one in which recovery can take root across the world.

If you look at a history of investing in Asia by style factor, the best performing subclass within Asia has been small cap value stocks.

The evidence shows that we are a nation that has systematically under invested in our future and that this has led to weaker productivity.

We believe the coming year brings challenges and opportunities. Hear our views on the stock markets and global economy for 2025.

We spoke to Rebecca Bonner, Director & Independent Financial Adviser at Trigpoint Financial Planning, and asked her to share her...

1. Trump’s Trifecta Triumph The polls may have said the US election was heading for a dead heat, but in the final reckoning, Donald Trump...

The third quarter of 2024 marked a significant shift in global monetary policy, with major central banks initiating easing cycles to...