Talking Heads – Unpicking the...
What are the implications of Donald Trump re-entering the White House with his Republican party in control of both chambers…
20/11/24
US
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Podcast
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Article
The outlook for US small...
The outlook for US small-capitalisation stocks looks better now than it has for several years. The main reasons include the…
15/11/24
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White paper
Artificial intelligence is everywhere
The capabilities of artificial intelligence are advancing with the investment focus expanding from computing power to include additional layers of…
01/11/24
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Article
Weekly Market Update – US...
US Treasury bond yields have risen significantly, reflecting both the continued resilience of the US economy and the prospect of…
29/10/24
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Podcast
Talking Heads – What's in...
Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that…
29/10/24
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Article
Weekly Market Update – Cautious...
Last month’s first-in-the-cycle US rate cut has not shifted the focus of investors and economists. On the contrary, every word…
22/10/24