What's in store for the Federal Reserve?

01 December 2025 | Julian Howard

The US central bank is facing growing political pressure amid speculation over Chair Powell’s successor. With faster rate cuts potentially on the table, markets have been basking in the dovish glow. But, in time, consumers may thank those policymakers who tried to keep smouldering inflationary fires under control.

The Asia ex-Japan rally has further to run

December 2025 | Jian Shi Cortesi

Asia/China Growth Equity: "Domestic policy settings have had a far greater impact for Asian equity performance than external factors like tariffs."

European financial green bonds: yield and impact go hand in hand

December 2025 | Romain Miginiac

Sustainable Climate Bonds: "Green does not have to equal lower return."

The opportunity set remains excellent

December 2025 | Albert Saporta

Event-Driven Strategies: “How to make money in a bear market? It might not be the question investors are asking, but it is the one they should be.”