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27 June 2025
Equity
Senior Portfolio Manager
Senior Research Analyst
Senior Research Analyst
Market jitters miss the bigger AI picture
Market jitters miss the bigger AI picture
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
26 June 2025
Fixed income
Head of Fixed Income EMEA
Resilient European High Yield market looks beyond tariff uncertainty
Resilient European High Yield market looks beyond tariff uncertainty
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
25 June 2025
Fixed income
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – June 2025
In Credit Weekly Snapshot – June 2025
Our fixed income team provide their weekly snapshot of market events.