US Mortgages – Update on...
The U.S. Department of the Treasury and the Federal Housing Finance Agency’s January 2nd press release about adjustments to the…
27/01/25
Equity
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Article
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Article
The outlook for US small...
The outlook for US small-capitalisation stocks is better now than it has been for several years. The main reasons include…
15/01/25
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Article
The case for US growth...
We expect large growth stocks to continue to outperform other asset classes and the broader US equity market, even as…
12/12/24
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Article
US presidential elections 2024 -...
Donald Trump has officially been elected as the 47th president of the United States (US). Importantly for the markets, it…
07/11/24
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White paper
Artificial intelligence is everywhere
The capabilities of artificial intelligence are advancing with the investment focus expanding from computing power to include additional layers of…
01/11/24
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White paper
Aligning investments with the Paris...
Institutional investors are increasingly focusing on aligning portfolios with net zero emissions targets. Here, we present two strategies – the…
31/10/24