Equity Outlook – More wind...
The imposition of tariffs by the Trump administration puts more wind in the sails driving the dominance of tech and…
01/07/25
Europe
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Article
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Article
European strategic autonomy – Imperative,...
European strategic autonomy – Europe’s ability to act independently in key areas such as defence, energy, digital infrastructure and critical…
19/05/25
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Article
Weekly Market Update – How’s...
In April, US economic policy moves – particularly on trade and tariffs – grabbed investor attention, with spectacular consequences for…
13/05/25
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Article
Infrastructure debt – Broad opportunities,...
Investor appetite for infrastructure debt is proving to be robust in the face of a challenging fundraising environment for private…
13/05/25
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Article
Weekly Market Update – Do...
In June 2023, after a photo taken at a concert had circulated on social networks, the chair of the US…
06/05/25
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Podcast
Talking Heads – Generating income,...
Daniel Morris, Chief Market Strategist, sits down with Olivier De Larouziere, CIO of Fixed Income, to discuss some of the…
06/05/25