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16 February 2026
Multi-Asset
Multi asset
Market Perspectives: The Great Rotation… What’s going on with US equities?
Market Perspectives: The Great Rotation… What’s going on with US equities?
This week we focus on US equities and a rotation in the market.
16 February 2026
Equity
Europe finds its footing
Europe finds its footing
The bloc enters 2026 with better balance sheet health, savings and easing inflation, and Germany’s fiscal policy is a boost. With global earnings broadening, this represents a clear opportunity.
10 February 2026
Fixed income
In Credit Weekly Snapshot – Slow dancing in a burning room
In Credit Weekly Snapshot – Slow dancing in a burning room
The US dollar has hit a post-2022 low and some countries are reducing their exposure.
