Weekly Market Update – The...
Markets are oscillating between a ‘soft landing’ and a ‘no landing’ outlook for the US economy, but recent equity returns…
18/12/24
US
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Article
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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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Graph
Graph of the Week –...
US labour productivity has improved further amid moderating price pressures and a normalising labour market, underpinning investor expectations of more…
06/12/24
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Video
Why should investors be interested...
In this video, James McAlevey, Head of Global Aggregate & Absolute Return Fixed Income, makes the case for investing in…
05/12/24
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Article
Weekly Market Update – Rate-cut...
Although the incoming Trump administration has set adrift a raft of uncertainties for markets, recent economic data and policy signals…
03/12/24
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Article
Weekly Market Update – US...
Recent data shows significant divergence between the US and eurozone economies. The result has been a depreciation of the euro…
27/11/24