Graph of the Week Performance when the Fed cuts rates
What lessons can we draw from the past about how different asset classes perform during a Fed rate cutting cycle?…
27/09/24
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Insights 1758
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Graph
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Podcast
Talking Heads - Opportunities in US healthcare stocks
Technological innovation and scientific progress are driving advances in healthcare, creating opportunities for discerning investors to identify and capitalise on…
25/09/24
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Article
US healthcare sector: Outlook brighter, innovation a strong driver
After an extremely challenging 2023 for healthcare equities, the sector has performed better so far this year. However, it still…
24/09/24
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Article
2024 Thematics Barometer: Insights for Investors
In the ever-evolving landscape of investment strategies, thematic investing has emerged as a powerful approach, capturing the attention of institutional…
24/09/24
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Article
Weekly Market Update The central bank that knew too much
Does the larger-than-expected cut in policy rates by the Federal Reserve suggest the central bank “knows something we don’t”? That…
23/09/24
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Podcast
Talking Heads - Our 2024 Thematics Barometer
How and why are investors using thematic investment strategies? To answer this question we have just published our third research…
23/09/24
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Graph
Graph of the Week The Fed cuts boldly
The US Federal Reserve’s decision to start its easing cycle with a 50bp rate cut is a means of insuring…
20/09/24
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Article
Chinas economic paradox, investors puzzle
Beijing’s ‘hesitant’ policy easing since the Covid pandemic has puzzled many investors. It has even prompted some to doubt if…
20/09/24
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Article
Weekly Market Update How fast do you go?
With the ECB having eased monetary policy again, the focus is now on the pace of cuts from the US…
17/09/24
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Video
Adjusting your investment approach to net zero (video)
In our recent paper called ‘A practical handbook for adjusting your investment approach to net zero‘, we emphasise the role…
17/09/24