Graph of the Week Room for fiscal expansion in Germany
When Germany enshrined a ‘debt brake’ in its constitution in 2009, it was considered a victory for fiscal rectitude. As…
21/02/25
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Insights 1776
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Graph
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Article
Weekly Market Update Moving fast and breaking things?
The whirlwind of policy announcements on all fronts since US President Donald Trump’s inauguration has left investors grappling with the…
19/02/25
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Podcast
Talking Heads Absolute return fixed income in an uncertain world
There is always uncertainty, particularly when it comes to the direction of bond markets in an uncertain world. James McAlevey,…
19/02/25
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Video
Now is a great time to invest in US small caps
As Geoff Dailey, Head of the US Equities team, explains in this short video, several tailwinds make this moment a…
18/02/25
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Article
The increasing concentration of the US equity market
Just over half a dozen large-cap stocks make up a ballooning share of the US equity market’s overall capitalisation1, in…
17/02/25
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Article
Monthly Market Viewpoint Seeing through the tariff fog
Investor expectations that US equities would outperform the rest of the world following Donald Trump’s election as president have been…
14/02/25
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Graph
Graph of the Week Jerome Powell and the struggle with inflation no end in sight?
Core inflation in the US rose by 0.45% month-on-month in January (above the 0.3% consensus forecast), pushing the year-on-year rate…
14/02/25
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Article
Enabling Asias rapid electrification
A reliable grid and advanced power management and cooling solutions are essential to meet the region’s growing demand for electricity,…
13/02/25
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Podcast
Talking Heads Broadening perspectives on the outlook for sustainability
The top-down view in the US on the need for a sustainable approach to business and government has shifted, but…
12/02/25
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White paper
ETF Watch February 2025
And we’re off! UCITS ETFs gathered €27.7 billion in January, continuing 2024’s trend. Equity ETFs attracted the majority of flows…
12/02/25