Global Macro Research: State of the world
Markets have started to price in UK policy easing in 2024, but we believe those looking for aggressive cuts may be disappointed.
Read morePerspectives
Fixed income
The case for US municipal bonds
For professional investors, we believe US municipal bonds – especially taxable revenue bonds – offer a compelling opportunity to access high-quality, yield-enhancing assets.
27 August 2025
Fixed income
Fixed income as a growth asset: Unlocking long-term returns
With the right strategies, fixed income can serve as a powerful growth engine, with the potential for superior risk adjusted returns to equities.
18 August 2025
Global macro
Dollar dominance: holding on in a fragmenting world
The US dollar remains the strongest candidate for global reserve currency status, but its dominance is no longer absolute.
10 July 2025
Global macro, Economics
Global Macro Research: State of the world
Markets have started to price in UK policy easing in 2024, but we believe those looking for aggressive cuts may be disappointed.
25 June 2025
Fixed income, Global macro, Economics
Global Macro Research - US exceptionalism: at a crossroads
US exceptionalism has underpinned a long period of asset outperformance, but we stand at a cross roads, and this long standing trend may be drawing to a close.
09 June 2025
Global macro, Economics
Global Macro Research: Trade Wars 2025
Tariff uncertainty has created considerable market volatility, but impact on growth remains unclear. We take a look at what my lie ahead.
04 June 2025
Global macro, Economics
What a tripolar world means for Europe
We ask Gideon Rachman, Chief Foreign Affairs Commentator at the Financial Times to give his thoughts on the global outlook
04 June 2025
Fixed income
A tactical guide to global bond investing
We take a deeper look at the Bloomberg Global Aggregate Bond Index, and outline how active managers can seek to master this vast fixed income universe.
12 May 2025
Video, Fixed income
Active investment in fixed income
Active investment in fixed income has on average paid off over the past 10 years. We can name seven key structural reasons why active fixed income managers find it easier to beat passive managers, but in this video we focus on just the three main causes.
12 May 2025
