House View Q1 2025: Fresh thinking

9-1-2025

We focus on Donald Trump’s return to the White House as a game-changer for the US economy and markets. Fresh thinking and broader diversification are advisable as economies diverge in growth, inflation and interest rates.

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Top Insights

Embracing Disruption

Trump’s Greenland Tariffs and the Rising Trade War Risk

Trump’s Greenland‑linked tariffs raise risks of EU retaliation, a global trade war, and major economic and market impacts across the US and Europe.

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Navigating Rates

Carry on – another strong year for emerging market debt?

Surging interest in emerging market debt, several ratings upgrades and a weak dollar all suggest a possible repeat of last year’s good returns.

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Navigating Rates

Six themes for high yield bond investors in 2026

We examine the main trends shaping the environment for high yield bonds this year.

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