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For the July–September quarter, we maintained an overweight position in growth assets and kept defensives neutral. Our overweight in growth assets reflected continued optimism around global growth...
One big beautiful world - or a correction ahead?
Earlier in 2025 SuMi TRUST AM held a webinar to shine a light on the ongoing corporate governance evolution of Japan. Dr Govinda Finn, gave a fascinating talk capturing the big picture of Japan's c...
October brought the first serious bout of volatility in corporate bond markets for some time, with two high-profile US bankruptcies raising fears of a more systemic issue in credit. We anticipate m...
For a time, it seemed that the tariffs unveiled in April might precipitate a full-blown U.S.-EU trade war. EU officials not only promised “reciprocal” tariff rates on U.S. goods, but also threatene...
Where now for the yield curve?
Will the Fed retain its independence?
Coller Capital's evergreen fund C-SPEF reaches US $1bn in assets under management within 18 months of launch.
Global markets enter November with better visibility than at any point this year – growth stronger than expected, inflation lower than expected and policy still broadly supportive.
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