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    Europe’s banks should prove resilient, despite falling rates
    investment insights

    Europe’s banks should prove resilient, despite falling rates

    How will European banks fare as interest rates fall? We examine the outlook
    China’s new stimulus: Groundhog Day or a fresh dawn?
    investment insights

    China’s new stimulus: Groundhog Day or a fresh dawn?

    Has fresh stimulus changed the game for China’s economy and assets? We examine the outlook.

    Changing fortunes narrow Europe’s differences
    investment insights

    Changing fortunes narrow Europe’s differences

    Falling interest rates are changing the prospects for European economies and assets. We explore their changing fortunes.

    The growing force of women in wealth management
    investment insights

    The growing force of women in wealth management

    Designed to meet women investors’ needs and preferences, our new publication explores investment and wealth management topics.

    The first cut is the steepest: the Fed, market expectations and the dollar
    investment insights

    The first cut is the steepest: the Fed, market expectations and the dollar

    Having started the cycle with a large cut, where will the Fed go now – and what does it mean for currencies?

    Debt dynamics and default risks – assessing the dangers
    investment insights

    Debt dynamics and default risks – assessing the dangers

    Should investors be concerned about a US debt default? Is rising government debt globally a problem? We analyse debt dynamics.

    Evaluating a changing US yield curve and its implications
    investment insights

    Evaluating a changing US yield curve and its implications

    The US Treasury yield curve is normalising. As the Federal Reserve prepares to cut interest rates, we look at how best to position portfolios to benefit.

    Steering portfolios through volatile market tides
    investment insights

    Steering portfolios through volatile market tides

    As investors prepare for a busy four final months of 2024, does another market storm lie ahead? With the Federal Reserve about to move, where are the key opportunities and risks? 

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