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A comprehensive selection of our latest fund documents and literature

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Timely investment insights on the markets, the global economy, politics and more.

Navigating Rates

The US Federal Reserve delivered a much-awaited rate cut of 25 basis points. The mostly priced-in cut should benefit allocations to front-end core rates and credit assets. With the future path of rates hard to call, we favour relative value trades, and, for outright exposure to longer duration assets, select emerging markets.

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Navigating Rates

Agility is more critical than ever in unpredictable markets. We have five ways active management can unlock returns for multi asset portfolios as markets diverge, norms shift, and mispricing persists.

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