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From our partners
Janus Henderson
June 12, 2025
Janus Henderson: Macro drivers: Positioning for 2025’s geopolitical realignment
CEO Ali Dibadj provides an update on the three macro drivers we believe will shape markets in the...
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RBC BlueBay Asset Management
June 9, 2025
RBC BlueBay: Are temperatures set to rise into the summer?
Equity rally loses steam, impact of defence spending underestimated
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Janus Henderson
June 4, 2025
Janus Henderson: What do Trump’s EU tariffs mean for European equity markets?
European Equities Portfolio Manager Robert Schramm-Fuchs considers the potential impact of President...
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Banque de Luxembourg Investments
June 4, 2025
The global economy appears to be holding up
The to-and-fro of Donald Trump's tariff policy maintains a general climate of uncertainty, reducing...
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Banque de Luxembourg Investments
June 3, 2025
A few words about gold
The price of gold is determined by the interaction between supply and demand for the metal. It is...
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Janus Henderson
May 28, 2025
Janus Henderson: Another proof point showing the resilience of European AAA CLOs
Portfolio Manager Denis Struc details both the resilience and recovery of European AAA...
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RBC BlueBay Asset Management
May 28, 2025
RBC BlueBay: The death of the dollar…and the rise of EM local
Can EM local currencies benefit from the decline of the dollar?
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Capital Group
May 22, 2025
Capital Group | Globalisation isn’t dead. It’s changing.
Globalisation isn’t dead. It is, however, changing in a significant way.
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RBC BlueBay Asset Management
May 19, 2025
RBC BlueBay: 5-D chess
An ever-changing geopolitical chess game.
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La Française
May 16, 2025
CM-AM Convictions Funds Range for Supporting the Growth of Value-Creating Companies
Equity markets are undergoing a period of significant transformation, driven by changing monetary…
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Banque de Luxembourg Investments
May 15, 2025
Return of mercantilism: what are the impacts for the debt markets?
Mercantilism, an economic doctrine that reached its apogee in 19th-century United States, is...
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Banque de Luxembourg Investments
May 14, 2025
Widespread climate of uncertainty is likely to impact global economic growth
The Trump administration's announcement in early April of much higher-than-expected tariffs has...
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