CIO Views: Upbeat bond opportunities,...
Rising active opportunities in fixed income The bond outlook remains positive and more monetary easing is expected in 2026. Passive…
03/11/25
Front of mind
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Article
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Article
How a selective approach to...
A stable economic backdrop, easing monetary policy and strong fundamentals are creating a favourable environment for European government and corporate…
03/11/25
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Graph
Graph of the Week –...
The latest earnings reporting season has started out well, with a particularly high number of US companies raising their guidance…
30/10/25
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Article
The great (earnings) divide
US earnings results for the third quarter have so far beaten high expectations, while European companies have undershot a far…
29/10/25
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Graph
Graph of the Week –...
As US trade agreements stand at mid-October, the overall average effective tariff rate1 confronting US consumers is 18.0%, according to…
23/10/25
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Article
Another eventful week
While a link can be made between recent movements in financial market and trade-related politicking, credit risk suddenly rose to…
22/10/25