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18 February 2025
Equity
Head of Europe ex-UK Equities
Europe’s year of two halves, while the US walks an inflation tightrope
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
Investment Grade Team
EMEA Investment grade examined - H1 2025
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
Multi-Asset
Multi Asset
Chief Economist, EMEA
Will the US push Europe and the UK into Recession?
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.