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Insights

7 Maio 2025

Jeremy Smith

Head of UK Equities

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 Maio 2025

Anthony Willis

Senior Economist

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.
1 Maio 2025

Francis Ellison

Client Portfolio Manager

Frederic Jeanmaire

Portfolio Manager

Why the time is ripe for Europe

With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.