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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.
12 Februar 2025
Festverzinsliche Anlagen
Global Head of Fixed Income
Fixed Income Client Portfolio Manager
Fixed income outlook update: the market comes out swinging
Fixed income outlook update: the market comes out swinging
The year started with some sharp moves in fixed income, with developments in terms of inflation trends and labour market conditions. Should investors reposition given these shifts?
10 Februar 2025
Multi-Asset
Multi Asset
Chief Economist, EMEA
Where to next for global interest rates?
Where to next for global interest rates?
The past two weeks have seen monetary policy meetings for the big four central banks in the developed world.