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Podcast: US tariffs, BoE cut and European equity rally – Market Talk
Ben Bennett, Head of Investment Strategy for Asia, shares his take on the big topics in markets today. 
Chart of the month: Which countries could be most vulnerable to tariffs?
President Trump’s return to office has seen renewed threats of tariffs on numerous trading partners. Yet how much different countries are affected could vary depending... 
US credit: The case for American exceptionalism
Why a combination of government policy, innovation and macro tailwinds make us optimistic for the asset class. 
President Trump’s first couple of weeks: market implications
It has been a head-spinning few days for anyone following the policy announcements of the new US administration, with threats of tariffs for Canada, Mexico... 
President Trump’s first couple of weeks: economic implications
The White House’s policy agenda has been in overdrive since inauguration. Consensus expects the agenda to support US growth. We see significant downside risks to... 
Who’s afraid of DeepSeek?
The Chinese firm’s groundbreaking R1 AI model challenges many assumptions on the state of the technology. 
Gold and the rates cycle – the outlook for 2025
Reduced expectations of rate cuts could represent a headwind, but central bank buying remains a support, and earnings suggest miners are reaping the rewards of... 
Podcast: What’s going on in government bonds? Market Talk
Ben Bennett, our Head of Investment Strategy for Asia, dissects the recent rise in government bond yields, and the market mood ahead of Donald Trump’s... 
Chart of the month: US equities lead the way
US equities were once again the leading major asset class in 2024, resulting from strong returns from the mega cap technology stocks known as the... 
Podcast: Political drama, interest rates and fallible forecasts – Market Talk
Ben Bennett, Head of Investment Strategy, Asia, shares his take on the state of the market, and the outlook as we approach 2025. Recommended content for you
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