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A opinião e o trabalho de investigação de especialistas que influenciam as nossas decisões de investimento.

Insights

Mission to Mumbai: on-the-ground investment insights
Insights
Mission to Mumbai: on-the-ground investment insights

In the latest episode of the Emerging Market Equities podcast, Nick talks with Catriona to discuss her recent trip to India.

30 min Ouvir
Infrastructure: An evolving role in the digital economy
Insights
Infrastructure: An evolving role in the digital economy

A look at the transformative potential of infrastructure investments in 2025 and how investors may capitalise on emerging opportunities beyond concrete and steel to enhance portfolios with long-term, stable returns.

4 min Ler
Emerging market debt: on the ground in West and Central Africa
Insights
Emerging market debt: on the ground in West and Central Africa

We recently wrapped up a two-week research trip to West and Central Africa. Here’s what we learned about the bond opportunities.

4 min Ler
Smaller companies: on the road – Taiwan
Insights
Smaller companies: on the road – Taiwan

We recently visited numerous companies across Taiwan, meeting with management and touring their operations. Read our exciting findings here.

3 min Ler
Market turbulence: time to consider short-dated bond strategies?
Insights
Market turbulence: time to consider short-dated bond strategies?

Geopolitical tensions have unleashed volatility across the European rates market. Is it time to consider short-dated bonds?

4 min Ler
Emerging market corporate bonds and tariffs: beyond the noise
Insights
Emerging market corporate bonds and tariffs: beyond the noise

How will tariffs affect EM corporate bonds? We turn to Mexico to show why the answer isn't as bad as some think.

7 min Ler
Investing in the 'sweet spot' of global credit
Insights
Investing in the 'sweet spot' of global credit

Mark Munro makes the case for investing in the sweet spot cross-over segment of BBB- and BB-rated credits.

3 min Ler
Trumponomics: What tariffs could mean for small caps
Insights
Trumponomics: What tariffs could mean for small caps

A look at how Trump's latest tariffs are reshaping the landscape for US small-cap stocks, creating new opportunities for growth.

4 min Ler
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Global Macro Research

How do US tariffs change the economic outlook?
Global Macro Research
How do US tariffs change the economic outlook?

The reciprocal tariffs announced by President Trump yesterday were more aggressive than expected. While there is a possibility that some of these get negotiated down in time, tariffs could equally move higher still after retaliation and additional sector-specific tariffs. A large stagflationary shock is coming.

1 min Ler
UK fiscal policy back to black, for now
Global Macro Research
UK fiscal policy back to black, for now

We unravel the UK government’s Spring Statement for new clues on the health of the economy. From welfare-spending cuts to market reactions, find out more.

17 min Ouvir
UK spring statement: What's in the spotlight
Global Macro Research
UK spring statement: What's in the spotlight

The government has restored its headroom against the fiscal rules via spending and welfare cuts. However, the UK fiscal position is still very vulnerable to domestic and international shocks to growth and interest rates. Meanwhile, structural demands on government spending are likely to increase, and the political appetite for further spending restraint is limited. So eventual tax increases remain likely.

1 min Ler
Emerging markets outlook: Navigating in the fog of trade war
Global Macro Research
Emerging markets outlook: Navigating in the fog of trade war

Trade policy uncertainty may be at its peak right now. The trade review on 2 April should help shine more light on the likely path going forward, but uncertainty will linger, clouding the outlook for emerging markets.

1 min Ler
Global Economic Outlook: New World Order
Global Macro Research
Global Economic Outlook: New World Order

How may US policy uncertainty impact the global economy? Discover key trends shaping the new world order. Read our latest insights.

4 min Ler
The Monthly Macro Outlook Video - March 2025
Global Macro Research
The Monthly Macro Outlook Video - March 2025

How could potential US tariffs and increased regional spending reshape the Eurozone's economy? Watch Lizzy Galbraith's analysis in our latest video.

3 min Ver
Is the US economy heading for a 'Trumpcession'?
Global Macro Research
Is the US economy heading for a 'Trumpcession'?

Listen to the latest episode of Macro Bytes where we discuss whether the US economic is heading for a recession under President Trump amid elevated uncertainty, federal job cuts, and higher tariffs.

32 min Ouvir
Trump scenarios: What has changed?
Global Macro Research
Trump scenarios: What has changed?

We’ve increased the tariffs we expect in our ‘Trump 2.0’ base case and in our ‘Trump unleashed’ downside scenario, having previously marked up the probability on the latter. Accordingly, we see our ‘Trump delivers for markets’ upside scenario as less likely to occur.

1 min Ler
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