Three questions from our Investor Survey that can serve as useful conversation starters for meetings with clients or prospects.
Three charts and three questions to guide your client conversations
Trump 2.0: Continental drift
Trump 2.0 has divergent implications for interest rates in the US versus elsewhere.
AI – Is the juice worth the squeeze?
We explore how innovation seeks to meet AI’s energy needs and the technology’s potential impact on climate.
Chart to Watch: Productivity rebound
A resurgence in productivity underscores a significant shift toward greater efficiency.
European espresso: Post-election reforms could re-energise a stagnating Germany
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
Fact vs fiction: Are securitisations ‘opaque’ and ‘risky’?
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
Reintroducing Bankers Investment Trust
In this video, Alex Crooke, manager of Bankers Investment Trust, explains the trust’s unique approach to global equities.
Rising transactions signaling a recovery for listed real estate
A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,
Quick View: The Fed acknowledges the elephant in the room
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
Navigating fixed income as clarity meets uncertainty in the US
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.