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18 February 2025

Paul Doyle

Head of Europe ex-UK Equities

Europe’s year of two halves, while the US walks an inflation tightrope

Europe’s H1 margins will be under pressure, but the headwinds should blow through.
17 February 2025

Fixed Income Desk

Investment Grade Team

EMEA Investment grade examined - H1 2025

As inflation cooled, central banks transitioned from rate rises to a rate cutting cycle, monetary policies loosened and growth gradually slowed. Where do we see things going from here?
17 February 2025

Steven Bell

Chief Economist, EMEA

Will the US push Europe and the UK into Recession?

US policy initiatives are coming thick and fast. Europe’s under pressure from proposed tariffs and US/Russia discussions around Ukraine have unsettled its leaders.