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  • Corporate earnings growth broadening?

    Strategy Blog

    Earnings season is upon us, beginning with the US major banks. While analysts are expecting a fifth consecutive quarter of growth, will this spread to other sectors and regions? This strategy blog considers the outlook for the US, plus UK, Europe and Japan.

    Anthony Abrahamian

  • Asset Management: Monthly Macro Insights - October 2024

    Market Commentary

    The global economy grapples with a faltering goods sector and higher geopolitical risks. Nonetheless, investors remain confident that an accelerated policy easing would interact with supportive financial conditions to safeguard the resilience of the global economy, especially since China recently announced a coordinated set of monetary and fiscal measures.

    Marc-Antoine Collard

  • Female founders share the secrets to their success

    Entrepreneurs

    We know that every entrepreneurial journey is different, but there are lessons that all founders can learn from each other. In this series of video interviews, we asked the founders of three successful companies to share their experiences and offer practical advice.

    Sophie Kilvert

  • Stimulus revives risk appetite

    Monthly Market Summary

    Global equities moved higher by 2.3% in September (USD terms), while global government bonds returned 1.1% (USD, hedged terms).

  • Politics and portfolios

    Strategy Blog

    Spreading conflict in the Middle East is alarming, particularly when viewed alongside other ongoing geopolitical challenges. While there are no infallible guides to how global markets will respond, in this blog we discuss some of the potential economic consequences.

    Kevin Gardiner

  • China: down, but not out

    Strategy Blog

    It seems enough is enough for Beijing’s policymakers. After a series of half measures in recent years, the government and central bank have announced with a multi-pronged attempt to stimulate the market and revive the sluggish economy. We examine the outlook for China.

    Victor Balfour

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