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Article | July 2025
Witnessing India’s Transformation
- A recent visit reaffirmed our conviction as to the pace of change in this key economy.
CIO Weekly Perspectives | July 2025
Japan: Opportunity Trumps Politics
- The U.S. trade deal will further support improving economic fundamentals in Japan, which underpin our constructive equity positioning on the country. Recent political developments and volatility in the government bond market are unlikely to change our long-held view.
CIO Weekly Perspectives | July 2025
European Bonds – Still More to Give
- Benign inflation, a dovish central bank and healthy yields have helped boost the global attraction of European government bond and credit markets. With further monetary easing expected, European fixed income continues to look selectively compelling.