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22 May 2025

Paul Doyle

Head of Large Cap European Equities

European equities: resilience amid global trade tariff turmoil

Deeper integration within the EU, more focus on competitiveness and reduced internal trade barriers may make for stronger long-run equity performance.
20 May 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – May 2025

Our fixed income team provide their weekly snapshot of market events.
19 May 2025

Anthony Willis

Senior Economist

Macro Perspectives: What now after the recovery in equity markets?

Despite the recovery in equities, the US dollar is weaker and US Treasury yields have increased.