7 November 2024

The global ripples of Trump’s second term

The potential policy shifts under a Donald Trump presidency have sparked considerable debate in recent months, especially concerning global trade, geopolitical dynamics, inflation, and US debt levels. Yet, the implications of a Trump-led administration stretch far beyond American borders. Let’s consider how these shifts might influence emerging markets and analyse the wider ripple effects on the global stage.

Read more
19 September 2024

Fed 50bps cut—more to come

Sam Vereecke, CIO fixed income, takes a look at the latest Fed cut and its wider implications.

Read more
10 September 2024

Passive investing with no costs?

ETFs have steadily grown since their inception in North America in the 1990s, with introductions in Asia in 1999 and Europe in 2000. Currently, there are around 12,000 ETFs listed globally, holding around $13.0 trillion in assets. The Americas, mainly the US, remain the largest ETF market, comprising 72 percent of global ETF assets under management (AuM). Europe and Asia account for 16 percent and 12 percent of the global ETF AuM, respectively (Source: JP Morgan 2024).

Read more

Show me content for