Equity gains driven by earnings upgradesDespite lingering uncertainty surrounding the situation in Iran, global...
Today’s AI financing wave looks more disciplined than past infrastructure investment booms, yet it still demands selectivity.
We upgraded both our growth and defensive scores, moving the former to an overweight and bringing the latter to neutral.
In this Economics Weekly, Richard de Chazal looks at the U.S. consumer, with the view that they are still resilient, even as they face some headwinds. Simply put, this is not a consumer-driven reco...
UK government bond yields have pushed higher this month as markets have digested a building political crisis, with the prime minister, Sir Keir Starmer, now set to face a Labour Party leadership co...
Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters.
U.K. yields are paying a political risk premium.
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As geopolitical uncertainty continues, smaller companies are responding faster, signalling a change in where returns are generated.
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