Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Asset Allocation Update What’s next for non-US equities? Though future changes to US tariffs could still cause some volatility in equity markets, we think other factors will mean equities outside the US continue to make decent gains for the rest of this... 22nd August 2025 · 4 mins read US Economics Update Why is the US tariff rate not higher? The actual tariff rate on US goods imports was only 9% in June, far below most estimates at the time of about 15%. This reflects a shift in the composition of imports towards countries and goods with... 20th August 2025 · 4 mins read Asset Allocation Update Rally in EM financial markets slowing: what’s next? After a stellar performance in the first half of 2025, the emerging market (EM) asset rally has slowed over the past few weeks following US President Donald Trump’s new tariff announcements. While we... 14th August 2025 · 4 mins read Global Economics Update Labour markets weakening in most DMs, not just US While the US jobs data captured the spotlight recently, the weakening of labour markets in most advanced economies has received less attention. Softer labour demand should dampen wage and price... 12th August 2025 · 5 mins read Pagination Previous … Page 32 Page 33 Page 34 Page 35 Current page 36 Page 37 Page 38 Page 39 Page 40 … Next
Asset Allocation Update What’s next for non-US equities? Though future changes to US tariffs could still cause some volatility in equity markets, we think other factors will mean equities outside the US continue to make decent gains for the rest of this... 22nd August 2025 · 4 mins read
US Economics Update Why is the US tariff rate not higher? The actual tariff rate on US goods imports was only 9% in June, far below most estimates at the time of about 15%. This reflects a shift in the composition of imports towards countries and goods with... 20th August 2025 · 4 mins read
Asset Allocation Update Rally in EM financial markets slowing: what’s next? After a stellar performance in the first half of 2025, the emerging market (EM) asset rally has slowed over the past few weeks following US President Donald Trump’s new tariff announcements. While we... 14th August 2025 · 4 mins read
Global Economics Update Labour markets weakening in most DMs, not just US While the US jobs data captured the spotlight recently, the weakening of labour markets in most advanced economies has received less attention. Softer labour demand should dampen wage and price... 12th August 2025 · 5 mins read
