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22 May 2025
Equity
Head of Large Cap European Equities
European equities: resilience amid global trade tariff turmoil
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
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – May 2025
In Credit Weekly Snapshot – May 2025
Our fixed income team provide their weekly snapshot of market events.
19 May 2025
Multi-Asset
Multi asset
Senior Economist
Macro Perspectives: What now after the recovery in equity markets?
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.