Graph of the Week – Room for fiscal expansion in Germany
When Germany enshrined a ‘debt brake’ in its constitution in 2009, it was considered a victory for fiscal rectitude. As…
21/02/25
Articles from Andrew Craig
Article
Article
Weekly Market Update – Moving fast and breaking things?
The whirlwind of policy announcements on all fronts since US President Donald Trump’s inauguration has left investors grappling with the…
19/02/25
Audio
Talking Heads – Where might markets go?
Will the expression “May you live in interesting times” apply to 2025? How many ‘tugs of war’ will investors face?…
07/01/25
Article
Weekly Market Update – Rotation in US stocks
A major rotation has been underway in US stock markets with small-cap stocks outperforming their large-cap peers. The ongoing earnings…
23/07/24
Audio
Talking Heads – Short maturity European high-yield bonds: a promising blend
With official interest rates in the eurozone having begun their descent and the economy bottoming out, selected segments of the…
11/06/24
Audio
Talking Heads – US stocks: small is also beautiful
Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US and Global Thematic…
27/03/24