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Global Equities

Are We Entering a New World Order? How a Second Trump Term Could Reshape Global Markets

J O Hambro provides a summary of a recent webinar, following the results of the US election, where fund managers weighed in on the global implications of a second term under President-elect Donald Trump and how his America First policies could usher in a new world order.

James Syme

Ben Leyland

Emerging Markets Equities

Emerging Markets in Brazil and China Buoyed by Monetary Surprises

EMERGING MARKETS SPOTLIGHT | Historically, September and October have represented monumental months in global markets and economics, with a strong reflexive link between the two amplifying outcomes. This year may not be as pivotal as emerging markets in, say 1997 or 2008, but nevertheless have resulted in unexpected and drastic changes in Brazil and China, when compared to just a few months ago.

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Our podcasts

Organising the future: A new take on investing hosted by Andrew Parry

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Organising the Future

S2 E3: Pension Funds vs the Real Economy

Podcast | 01 Jul 2024

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