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22 Juli 2026

David Moss

Senior Portfolio Manager and Head of European Equity Research Strategy

Europe’s industrial revolution brings new growth opportunities

Europe is at a pivot point, caught between geopolitical uncertainties, industrial change and an inversion of the sources of growth. Behind this volatility lies deep structural change.
21 Juli 2026

In Credit Weekly Snapshot – London calling

As Andy Burnham swaps being Mayor of Manchester for UK Prime Minister, how much fiscal wiggle room does he actually have?
20 Juli 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: A(nother) new dawn for the UK

The UK has a new prime minister – its seventh in just over a decade – and another opportunity to reset the country’s economic narrative.