Talking Heads – Watch out,...
Recent stock market movements have focused attention on the risks of over allocating to an equity index dominated a small…
04/02/25
Portfolio perspectives
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Podcast
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Article
IG Credit – Be selective,...
While uncertainties remain, we retain our positive outlook, supported by resilient growth in the US, steady investor demand and a…
03/02/25
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Article
The positive trends behind a...
2024 was a record year for the UCITS exchange-traded funds (ETF) market, with inflows exceeding EUR 250 billion – 60%…
30/01/25
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Podcast
Talking Heads – Asia electrifies!
Demand for power in Asia could expand rapidly in the next few years as incomes rise, temperatures soar further, and…
29/01/25
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Article
US Mortgages – Update on...
The U.S. Department of the Treasury and the Federal Housing Finance Agency’s January 2nd press release about adjustments to the…
27/01/25
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Article
Fixed Income Outlook – Come...
Once again the US bond market will lead global fixed income markets in 2025, with a strong US economy but…
22/01/25