27/01/2022 Investment Views Global Investment Views - February 2022 January has seen strong gyrations in markets, with nominal and real yields rising sharply, driving a strong shift from growth to value in equities.
23/12/2021 Investment Views Global Investment Views - January 2022 The GIV document elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and Macro-Strategy teams.
12/11/2021 Economy & Markets A new dawn for Europe? Strategies for investing in European assets The resurgence of Covid-19 cases in some countries is an area for attention, but should not lead to new generalised lockdowns due to vaccinations which...
10/07/2020 Equity Time to play a cyclical recovery in European equity Cyclical conditions are turning more positive for Europe.