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17 Februar 2025
Festverzinsliche Anlagen
Investment Grade Team
EMEA Investment grade examined - H1 2025
EMEA Investment grade examined - H1 2025
As inflation cooled, central banks transitioned from rate rises to a rate cutting cycle, monetary policies loosened and growth gradually slowed. Where do we see things going from here?
17 Februar 2025
Multi-Asset
Multi Asset
Chief Economist, EMEA
Will the US push Europe and the UK into Recession?
Will the US push Europe and the UK into Recession?
US policy initiatives are coming thick and fast. Europe’s under pressure from proposed tariffs and US/Russia discussions around Ukraine have unsettled its leaders.
13 Februar 2025
Aktien
Equity, Global Equity
Portfolio Manager
Client Portfolio Manager
Japan’s economic revival – the first steps of a long-awaited transformation
Japan’s economic revival – the first steps of a long-awaited transformation
Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.