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ActiveViews Macro and market Multi-asset Event replay

Where’s my safe haven? A global investor perspective on the tariff tantrum

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Martin Harvey, CFA, Fixed Income Portfolio Manager
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William Lockhart, Head of UK Client Group
25 min view
2026-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.

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In a compelling discussion with Will Lockhart, managing director, EMEA Wealth, Portfolio Manager Martin Harvey shared insights on how global investors may need to reassess long-held assumptions in light of shifting global dynamics. He explored the longer-term macroeconomic and market implications of current geopolitical and trade realignments, highlighted the diverging outlooks for US, European and Asian markets, and addressed the intensifying debate around “de-dollarisation.”

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EMEA Macro ActiveViews Macro and market Event replay Institutional
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Markets & the economy into 2026: scenarios to watch

In this ActiveViews webcast, host Will Lockhart and Macro Strategist John Butler explore potential macro scenarios for 2026 and set out the key implications for investors.

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John Butler
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William Lockhart
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25 min
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2026-12-11
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Event replay
25 min
Elections ActiveViews Macro and market Event replay Institutional Market commentary
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Markets in 2025: asleep at the wheel or in the driving seat?

Watch the conversation with Head of Macro Strategy John Butler as he discusses recent macro events and potential 2025 market outcomes for investors.

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By

John Butler
John Butler
William Lockhart
William Lockhart
event
25 min
Event replay
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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