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Find out moreOur Thinking
Investment Opinions
Ready for a Trump Fed?
17 October 2025 | Julian Howard
Recent pressure on the Fed threatens a longstanding central banking consensus. The logic behind this pressure is flawed given the role and nature of long-term rates. The risk is inflation, but portfolios may already be better protected than many think
Multi Asset Blog
Stateside shutdown shenanigans
07 October 2025 | Julian Howard
Yet another US government shutdown really should be bad for growth. But with short-term rates pricing in multiple Fed cuts, the 'bad news = good news' narrative lives on, but for how long? With results from financials and IT behemoths looming, investors want reassurance that hefty AI spend is on track to deliver returns.
