Defense Wins Championships – Or at Least the First Quarter

Published on April 4, 2025

Portfolio managers that didn’t fully embrace the AI trade withstood their share of criticism over the past year or two, as many AI-linked stocks reached great heights.

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Liberation Day: The Tariff Man Cometh

April 4, 2025
Adam Hetts, Global Head of Multi-Asset & Portfolio Manager, and Oliver Blackbourn, Portfolio Manager, give their thoughts on how US President Trump’s ‘Liberation Day’ tariffs have reshaped global trade dynamics, emphasising the benefits of diversification at a time of heightened uncertainty about the prospects for growth.

This Is Your Sign to Start Investing

April 4, 2025
The absolute best time to start investing would be the day you turned 18 and could legally open a brokerage account.