Now is a great time...
As Geoff Dailey, Head of the US Equities team, explains in this short video, several tailwinds make this moment a…
18/02/25
US
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Video
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Article
The increasing concentration of the...
Just over half a dozen large-cap stocks make up a ballooning share of the US equity market’s overall capitalisation1, in…
17/02/25
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Graph
Graph of the Week –...
Core inflation in the US rose by 0.45% month-on-month in January (above the 0.3% consensus forecast), pushing the year-on-year rate…
14/02/25
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Podcast
Talking Heads – Watch out,...
Recent stock market movements have focused attention on the risks of over allocating to an equity index dominated a small…
04/02/25
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Article
The positive trends behind a...
2024 was a record year for the UCITS exchange-traded funds (ETF) market, with inflows exceeding EUR 250 billion – 60%…
30/01/25
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Article
Artificial intelligence – Still positive...
In the week ending 24 January, a previously unknown Chinese start-up presented an artificial intelligence large language model (LLM) apparently…
29/01/25