Reasons why Europe is back...
The change in economic and geopolitical policies from the US administration, combined with a significant increase in European defence and…
14/10/25
Fixed income
-
Article
-
Video
Assessing the reasons for a...
What of the dilemma between stretched stock market valuations, which could be a reason to stay clear of US equities,…
14/10/25
-
Graph
Graph of the week –...
On 8 October the price of gold rose above $4,000 a troy ounce for the first time, extending a rally…
10/10/25
-
Podcast
Talking Heads – Flexibility in...
James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return…
09/10/25
-
Article
Divergence calls for diversification: Asia’s...
Asian investors have long directed significant investments to the US; this year the trend of diversification towards other markets has…
07/10/25
-
Graph
Graph of the week –...
The underperformance of eurozone government bond markets, slightly negative in the third quarter compared to +1.6% for US Treasuries (in…
03/10/25