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
Portfolio perspectives
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Article
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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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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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Article
Tackling uncertainty with absolute return...
After years of yielding close to or even below zero percent, bonds are looking more attractive again – that’s not…
20/06/25
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White paper
ETF Watch – June 2025
May was a significant month for UCITS ETF flows (+€26.2 billion). Equities contributed the lion’s share (+18.5 billion), with global…
10/06/25
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Podcast
Talking Heads – Making the...
How can fixed income investors tackle the uncertainty over the outlook for growth and inflation? How will concerns about government…
10/06/25