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Rising rates – a game changer for banking stocks?
investment insights

Rising rates – a game changer for banking stocks?

Rising rates are a big plus for banks. But what should we make of other risks facing the sector?

Can Japan shield the yen from the dollar?
investment insights

Can Japan shield the yen from the dollar?

A more resilient Japanese economy may pave the way for modest asset outperformance in 2023.

Tax cuts, the Bank of England’s response and our UK outlook
investment insights

Tax cuts, the Bank of England’s response and our UK outlook

What impact will tax cuts and the Bank of England’s crisis interventions have on UK growth, interest rates and sterling?

Rates, recession, risk: building portfolio resilience
investment insights

Rates, recession, risk: building portfolio resilience

Recession risks loom large. How do we invest to weather the storm ahead? Portfolio resilience is key. Discover the new video with CIO Stéphane Monier and Chief Economist Samy Chaar.

The UK’s new government goes for broke
investment insights

The UK’s new government goes for broke

The UK’s fiscal plan combines tax cuts with a guarantee on energy financed by borrowing. We analysed the new measures and the implications for UK stocks. 

Recession risks rising, as Fed’s inflation fight is far from over

The Federal Reserve maintains its aggressive stance to crush inflation. How much pain will it need to inflict to growth and unemployment before the task is done?

Waiting for clarity on an Italian government
investment insights

Waiting for clarity on an Italian government

Italy is widely expected to elect a far-right government on 25 September. While we expect a pragmatic approach, there are questions over fiscal policy.

Hitting the gas: avoiding a deeper European crisis
investment insights

Hitting the gas: avoiding a deeper European crisis

Europe has built itself an energy buffer for the winter. As high prices continue to drive inflation, we ask whether it’s enough to dodge rationing and blackouts.

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