Downward revisions to jobs numbers provide further support for interest rate cuts.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Multiple factors support an increasing confidence in the prospects for listed European property stocks for the remainder of 2024 and beyond.
Why we believe MBS is poised for outperformance in the current environment.
Discussion on the multiple triggers that led to the recent sharp market sell-off.
Can Big Tech firms sustain their big spending on AI? Portfolio Manager Tom O’Hara argues they can, with potential benefits for European companies.
Investors increasingly recognise gender pay gap reporting as a critical measure of a company's long-term viability and ethical standing.
Both companies and households stand to benefit from the myriad ways AI can enhance productivity.
Why the lack of a viable utility-scale, long-duration energy storage solution has far-reaching implications.
Looking into the U.S. investment-grade corporate credit market and the present level of credit spreads.
Recent volatility in tech stocks was mainly driven by other factors and not stock fundamentals. Opportunities emerge for active managers when there are price dislocations.
With investors reacting to the worst global stock market sell-off since 2020, we consider the all-important question – what next?