We have a global network of investment teams that connects world-class research capabilities, and the diverse experience and views of experts across multiple asset classes. We think freely, share ideas and new perspectives to inform better decision-making, fuel innovation and identify investment opportunities for our clients.
We call this Intelligence Connected.
Watch our latest webcast to look back at the last quarter of 2025 with Carl Vine, Co-Head of Asian Investment, and Sunny Romo, Investment Director. They highlight the latest updates from the last quarter and discuss their view on the long term strategic opportunity.
Markets are becoming increasingly more polarised. Investors appear to be crowding one area of the market, while dismissing the rest of it with the same apparent conviction.
As 2025 draws to a close, investors are digesting the disruptive events they were forced to navigate. Extreme volatility was all too often the prevailing backdrop; the ‘Liberation Day’ tariffs crash, ongoing geopolitical conflict, a US credit rating downgrade and increasing questions about AI-led market momentum.
France, long regarded as an economic pillar of Europe, has found itself embroiled in political and financial turmoil in recent years. With elevated government bond yields and deteriorating credit ratings, investors and policymakers alike are grappling with the implications. How can bond investors navigate this volatility?
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