Talking Heads – What’s next...
Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the…
06/11/23
Portfolio perspectives
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Podcast
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Video
Thematic investing – The megatrends...
Megatrends that extend across cycles, industries and sectors, such as innovation, disruptive technology and artificial intelligence, and the energy transition…
31/10/23
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Podcast
Talking Heads – The sun...
The end of two decades of deflation and wage growth have improved the prospects of the Japanese economy and with…
30/10/23
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Podcast
Talking Heads – Standing tall:...
With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has…
23/10/23
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White paper
Fixed Income Outlook – Slowdown...
US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee…
18/10/23
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Video
Asset Allocation Video – “Easily...
Market views on the economic outlook have been volatile this year: they have swung from concerns over recession to hopes…
17/10/23