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9 Dezember 2024
Festverzinsliche Anlagen
European banks: strong fundamentals and pockets of value
European banks: strong fundamentals and pockets of value
It’s a sector which we’re positive on, for several reasons ranging from regulation and valuations to fundamentals.
9 Dezember 2024
Multi-Asset
Multi Asset
Is the UK heading for recession?
Is the UK heading for recession?
There has been a major decline in optimism about UK economic prospects in recent months.
9 Dezember 2024
Multi-Asset
Consolidate with caution - Too much focus on scale could come at the expense of innovation
Consolidate with caution - Too much focus on scale could come at the expense of innovation
Chancellor Rachel Reeves is right to identify excessive risk aversion as a critical issue in UK pensions. Her solution is consolidation, but while boosting scale this way is helpful, it is no magic wand.