Tariff escalation, stagflation risk and Fed policy
US stocks dropped by more than 2% on 10 October after US President Donald Trump threatened to impose an additional…
16/10/25
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Insights 1776
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Article
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Graph
Graph of the Week Job market weakens, but equities rally in the US
The US labour market has weakened: the six-month moving average of non-farm payroll job gains was less than 64,000 in…
15/10/25
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Article
Navigating the private debt landscape New opportunities and evolving structures
Over the past decade, private debt has emerged as a mature asset class within global financial markets. It encompasses a…
15/10/25
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Podcast
Talking Heads A remarkable quarter for exchange-traded funds
Daniel Dornel, Head of ETF Research, explains to Chief Market Strategist Daniel Morris why the third quarter was remarkable for…
15/10/25
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Video
Assessing the reasons for a positive view on equities
What of the dilemma between stretched stock market valuations, which could be a reason to stay clear of US equities,…
14/10/25
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Article
Politics in the drivers seat
The US federal government shutdown, which began on 1 October, continues with little sign of any imminent settlement between Democratic…
13/10/25
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Article
Accounting for greenhouse gas emissions - A new research paper
The carbon footprint of investment portfolios has become a central metric in tracking net zero ambitions of portfolios – particularly…
13/10/25
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Graph
Graph of the week A new 'geonomic' era for gold?
On 8 October the price of gold rose above $4,000 a troy ounce for the first time, extending a rally…
10/10/25
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White paper
ETF Watch October 2025
September was a record-breaking month for UCITS ETF inflows: a total of €35.7 billion was added, driven by flows into…
10/10/25
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Article
European infrastructure - Striking the right balance
Despite macroeconomic turmoil in some markets, infrastructure decarbonisation and digitalisation remain viable and appealing thematic investment options in Europe. Karen…
09/10/25