insights.

What should investors make of the most recent trade agreements? Can they provide market clarity? We examine what’s at stake.

We explore three proposed changes to US banking regulation, and what they might mean for investors. Possible implications might include more capital for US banks to deploy and a better functioning US Treasury market.

How have nature-positive investments performed recently? And how can we capture an emerging opportunity set in freshwater management and conservation?

We examine the prospects for the US dollar and Treasury bonds after the approval of the Trump administration’s budget.

The US budget, now passed by Congress, implies an even larger deficit and does little for the American economy. We keep our US economic outlook unchanged.

This week we look at the evolution of sustainable investments and how the sector is proving resilient as it adapts to policy instability and pressures.

We examine market impacts of the Iran-Israel conflict and explain why staying invested may be the right move in 2025.

Markets face a new paradigm as US policies reshape global trade and geopolitics. How can investors navigate the risks? Discover our new investment strategy video.