House View Q2 2025: Vibe shift

31-3-2025

A shift is underway in markets. Global investors are eyeing opportunities in Europe amid improved prospects for the region and growing uncertainty in the US. As the world turns on its head, our latest House View points a way through the complexity.

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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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