In early 2025, global investors have witnessed an uncommon convergence: US equities, Treasuries and the dollar have all moved lower at the same time. This combination is unusual and has prompted renewed discussion around the durability of the US dollar’s global role, which our Investment Committee explore in their latest article.
Within our Investment Committee’s Q1 Market Review and Outlook our Investment Committee discuss key topics including US market correction and policy uncertainty, shifting global fund manager positioning, the resilience of macroeconomic fundamentals and opportunities within fixed income.
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