Bonds

Trade tensions with US dragging growth

Nicolas Dubourg joining team

Re-escalation of trade war tensions could feed end-of-cycle concerns

How to avoid using unnecessary terms

Iceland "compelling opportunity from rates and FX perspective"

Concentrated portfolio of 75 to 100 positions worldwide

Cash balance surges

Global-facing UK equities offer best relative value

Most investors shunning energy companies due to oil price volatility

Today we are seeing change in the political environment, investor priorities and market landscape at a faster pace than ever before.