Discussing the topics that matter

Embracing Disruption

India’s enviable positioning

The second Trump administration has, so far, reprised some the themes of the first – a tough stance on China and a transactional approach to trade and other partnerships. India benefited significantly the first-time round, through increased trade cooperation with the US, investment from American firms, and the broader strategic geopolitical realignment.

Embracing Disruption

Beyond tariffs – Assessing the broader impact of trade rebalancing within a shifting world order

Despite the ongoing uncertainty and repeated walk backs, it is clear that we are entering a period where world trade is rebalancing.

Emotional and socially-influenced biases and how to avoid them

Showcases how the discipline inherent in the Best Styles investment process circumvents the biases.

Navigating Rates

Where are the new centres of gravity in markets?

Amid market volatility and uncertainty, our view is that investors should stay invested and look for new sources of diversification, including within UK and Japanese equities and European bonds.

Navigating Rates

Bad news means better returns? The upside of uncertainty

US policy moves spanning tariffs to government spending have unsettled markets. However, analysis by our multi asset team of past periods of uncertainty suggests they may have a silver lining.

Navigating Rates

Fixed Income Forward: April 2025

Despite heightened market volatility and policy uncertainty, fixed income assets have mostly delivered positive total returns so far this year.