Talking Heads – Setting a course for investing in the rest of 2025

Talking Heads – Setting a course for investin...

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Talking Heads - Rotating drivers of growth

Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, and Daniel Morris, Chief Market Strategist, discuss how financial markets might evolve in 2026 and where the biggest opportunities and risks lie. In terms of developments to monitor, they weigh up topics such as the US’ ...  Show more

Talking Heads - US high-yield bonds benefit from improved quality and demand

The US economy is headed for a spell of slower growth in 2026 and while inflation may not fall much further, slack in the labour market should allow for additional cuts in the benchmark fed funds rate – overall, this is a favourable backdrop for US high-yield corporate bonds. Jac ...  Show more

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