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15 September 2025
Equity
The rise of the Magnificent 7: Concentration risk versus earnings power
The rise of the Magnificent 7: Concentration risk versus earnings power
Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
12 September 2025
Equity
A wheel opportunity: Premium tyre makers use EVs to inflate margins
A wheel opportunity: Premium tyre makers use EVs to inflate margins
We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
9 September 2025
Fixed income
In Credit Weekly Snapshot – Gold … indestructible?
In Credit Weekly Snapshot – Gold … indestructible?
Our fixed income team provide their weekly snapshot of market events.
