Monthly Market Viewpoint – Accelerating...
The dominance of the technology sector in US equity market returns was a key theme in 2024 with the rise…
01/07/25
Equity
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Article
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Article
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
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Article
What a lull in trade...
Investor sentiment in US equity markets has improved notably in recent months as pessimism surrounding the tariff rhetoric from the…
30/06/25
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Article
Reassessing sustainability and investing in...
Sustainable investors have typically avoided investments in defence. Geopolitical developments, and the evolution of a more nuanced view of what…
26/06/25
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Podcast
Talking Heads – What’s new...
Investors with an appetite for investing in themes are increasingly including private market strategies, according to the Thematics Barometer global…
25/06/25
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Graph
Graph of the Week –...
Recent data from the US Treasury has shown the full extent of outflows from US assets after the US administration’s…
23/06/25