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The US-Iran ceasefire reduces the risk of an oil-driven inflation and growth shock, but we aren’t in the clear just yet, according to Franklin Templeton Institute’s Stephen Dover.
Fears are growing that the UK faces a period of stagflation.
We reaffirm a modestly pro-risk stance. Global growth should prove resilient if geopolitical conflict remains contained and short-lived, while inflation dynamics become more two-sided. We overweigh...
The recent escalation in the Middle East has materially changed the tone of markets and prompted us to revise our base case scenario, notably on energy.
Head of the Small Cap team and Portfolio Manager Bill Hench explains how earnings growth momentum has fueled small cap performance since “Liberation Day” and how the Small Cap team is identifying o...
Learn how geopolitics, commodity supply disruptions, and AI CapEx are impacting US sector fundamentals and what it means for investors.
Year-end brings policy uncertainty and liquidity challenges for US money markets, with a possible new FOMC chair and rate shifts adding intrigue to December.
In this quarter’s outlook, uneven macro signals and growing divergence between surface-level calm and underlying market fragility define the 2026 investment backdrop. Find out what this means for h...
2025 was full of memorable moments, from tariff tensions and continued AI advancement, to pop stars in space and billionaire weddings. For U.K. active equity funds, however, 2025 may well be a year...
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