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.

Seeking more nuance in our thematic exposure

December 2025 | Tom O'Hara

European Equity: “One of the joys and drawbacks of investing in Europe is that it consists of over 40 different countries.”

Emerging Market outperformance: Just the start

December 2025 | Ygal Sebban

Emerging Market Equities: “2025 marked the beginning of EM’s resurgence – but it was just the start.”

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."