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17 Februar 2025

Steven Bell

Chief Economist, EMEA

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

Daisuke Nomoto

Portfolio Manager

Simon Morton-Grant

Client Portfolio Manager

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

Gene Tannuzzo

Global Head of Fixed Income

Katherine Nuss

Fixed Income Client Portfolio Manager

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?