The resilience of earnings
As we head into the Q3 reporting season we explore what’s in store. Robert Plant of our Multi-Asset team explains why company earnings look set to broadly beat expectations.
Multi-Manager People’s Perspectives
This week started quietly, but the past 48 hours have seen most of the major central banks meeting with no subsequent policy moves.
When will interest rates be cut?
Steven Bell, Chief Economist EMEA, on why he is optimistic that interest rates will be cut early in 2024, starting in the US with the UK and Europe to follow.
Multi-Manager People’s Perspectives
The market mood remains relatively sanguine around the continuing unknowns on inflation, growth and rates.
Is inflation beaten?
Peak rates are close for the US and UK, says Steven Bell, Chief Economist EMEA. But where the two countries go from there could be quite different
Avoiding the scrum
A handful of tech names have turbocharged the US equity market’s performance. What does it mean for concentration risk, will their leadership continue, or should investors look further afield?
Japan’s renaissance steers equities overweight
A unique set of catalysts are presently benefitting Japan-listed companies. We look at their ability to endure.
The Bank of England is rushing to sell its gilts. For investors, this could be an opportunity.
Christopher Mahon of our Multi-Asset team discusses whether this is another ‘selling gold at the bottom’ moment.
Multi-Manager People’s Perspectives
Equities have generally trended lower, giving back a little of the solid returns we have seen in the first half of the year.
Are Europe and the UK heading for recession?
Steven Bell, our Chief Economist EMEA, thinks the PMIs are too pessimistic. Sighting broader economic data, he explains why.
