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12 mai 2025
Gestion multi-actifs
Multi asset
Senior Economist
Market Perspectives: Is the US-China trade war over already?
Market Perspectives: Is the US-China trade war over already?
We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.
7 mai 2025
Actions
Head of UK Equities
Mythbusters: why the bad press around UK stocks doesn’t stack up
Mythbusters: why the bad press around UK stocks doesn’t stack up
From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
6 mai 2025
Gestion multi-actifs
Multi asset
Senior Economist
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?
The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.