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Article

Portfolio perspectives

Fixed Income Outlook – What...

We see two key drivers for the US Treasury market over the coming weeks: the path of the US economy…

By Olivier De Larouziere & other authors

23/10/24
Podcast

Portfolio perspectives

Talking Heads – Systematic investing...

Capturing drivers of stock performance via ‘factors’ such as value or low volatility and investing in them systematically continues to…

By Carmine De Franco & other authors

22/10/24
Podcast

Portfolio perspectives

Talking Heads – Assessing turning...

Markets are focused on the resilience of the US economy, the scope for post-election policymaking in the US and recent…

By Daniel Morris & other authors

16/10/24
Article

Portfolio perspectives

Monthly Market Viewpoint – The...

The broad recovery in equity indices that started with September’s bigger-than-expected cut in the US fed funds rate has faltered,…

By Daniel Morris

14/10/24
Podcast

Portfolio perspectives

Talking Heads – Green and...

The market for green and social bonds has matured in recent years. It now boasts numerous issuers from diverse sectors,…

By Arnaud-Guilhem Lamy & other authors

08/10/24
Article

Portfolio perspectives

Equity Outlook – It’s the...

With the US Federal Reserve starting to cut interest rates, equities should remain supported in the short term. If our…

By Daniel Morris

07/10/24