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    Europe’s political shifts, French scenarios and market implications
    investment insights elections

    Europe’s political shifts, French scenarios and market implications

    Deep political shifts are underway at the heart of Europe. We analyse three French election scenarios and asset class implications. 

    rethink investments. Our new thematic approach
    investment insights

    rethink investments. Our new thematic approach

    We’ve reinforced our thematic equity framework, to reflect fundamental economic trends and as an integral part of our House View.

    Europe’s upturn is here but structural issues remain

    Things are looking up in Europe. What does this mean for our investment strategy? And what surprises might ECB rate decisions and European Parliamentary elections hold? 

    A peak in policy rates supports bond preferences
    investment insights

    A peak in policy rates supports bond preferences

    With policy rates peaking across developed economies, what’s next for bond markets? It may be crunch time for fixed income investors.

    Equity markets should see further upside in 2024
    investment insights

    Equity markets should see further upside in 2024

    Where are equity markets headed for the rest of 2024? And which regions and sectors should investors focus on?

    China’s equity rally is at odds with fundamentals

    Is the recent rally in Chinese stocks sustainable? Could the yuan be devalued? We examine the outlook.

    Spring is in the air for the UK economy
    investment insights elections

    Spring is in the air for the UK economy

    What does the rest of the year have in store for the UK economy, the Bank of England, stocks, gilts and sterling?

    Sustainable investments in a fractured world
    investment insights net zero
    investment insights net zero electrification mobility sustainable business

    Sustainable investments in a fractured world

    How is today’s geopolitical and investment landscape changing the drivers of sustainable investments, and what strategy should investors adopt?

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