What is driving the resurgence of investor interest in emerging markets after a decade marked by political and economic challenges? Recent policy uncertainty under President Trump has rekindled interest in regions beyond the US, as investors reassess global opportunities amid faltering US exceptionalism. Find out which countries are benefitting from currency shifts and corporate governance reforms, presenting compelling options for those seeking diversification away from US-centric investments, as the ‘great rotation’ gains momentum.

As many countries attempt to phase out fossil fuels, electric vehicles (EVs) have become ubiquitous – and China is leading the way. Sitting at the intersection of technology, sustainability, and global growth, the Chinese EV sector is an emblem of China’s global ambitions.

Alex Savvides, Stephanie Geary and Siddharth Sukumar provide extended commentary about the market and their UK Dynamic Equity strategy during the quarter.

Ned Naylor-Leyland discusses his market views on gold and its "higher beta cousins’’ - silver and the shares of gold and silver mining companies.

Is now the right time to buy Europe with valuations cheap and corporate growth prospects on the up?  Watch this Asset TV Masterclass with Bhavneet Ahluwalia, Investment Specialist, to find out how active fund managers are picking stocks against a backdrop of human conflict, market volatility and Trump's tariffs.  Discover why mid-caps are back and how previously unloved sectors like defense, materials, and chemicals are making a comeback. 

In early 2025, markets faced volatility, geopolitical shifts, and sector rotations. However, dividend growth investing remained a steady strategy, emphasising income and capital growth, according to Stuart Rhodes, Global Equity Income Fund Manager. While portfolios were adjusted for resilience and opportunity – balancing tech exposure with defensive quality – flexibility and valuation discipline guided decisions amid uncertainty, aiming for long-term, sustainable returns.  

The first six months of the second Trump administration have seen elevated volatility across equity, fixed income and currency markets. While US levies remain lower than announced on ‘Liberation Day’, the effective tariff rate is still historically high, as is broader economic uncertainty.