- Fixed Income Portfolio Manager
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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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Event replay
25 min
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.
25 min
Event replay
2026-12-11
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Related Insights
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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