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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.
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?