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Podcast: In conversation with… Amelie Chowna
In this episode, we catch up with Amelie Chowna, our newly appointed Head of Fixed Income Strategic Initiatives. 
Trumpification of the Fed
How serious is the threat facing the independence of the bank? And if independence erodes, what might happen next? 
Podcast: Politics, emerging markets and gold – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Chart of the month: Are US rate cuts necessarily bullish for US equities?
Equity investors are often minded to cheer when the US Federal Reserve begins a cutting cycle. But what do the last 40 years of history... 
Podcast: Our global approach to active fixed income
In today’s interconnected markets, we believe taking a global approach to managing fixed income assets is essential, as economic or political developments in one region... 
Podcast: Why doesn’t it feel like a bull market? Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. 
Gold miners glisten – is the shine here to stay?
Following exceptional year-to-date returns, investors assess whether it’s time to lock in gains or stay the course during this golden run. 
Government debt and the uncertainty premium – Market Talk
Our regular markets discussion offers an overview of the biggest topics for investors today. Podcast: a profound shift for markets
This special episode of the CIO call marks the publication of our midyear global outlook. Recommended content for you
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