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1 May 2025

Francis Ellison

Client Portfolio Manager

Frederic Jeanmaire

Portfolio Manager

Why the time is ripe for Europe

With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
28 April 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – April 2025

Our fixed income team provide their weekly snapshot of market events.
28 April 2025

Anthony Willis

Senior Economist

Will empty shelves in the US force further pragmatism around trade?

With signs of pragmatism emerging from the White House we have seen calmer conditions in financial markets.