Strategy Blog
Should we give US consumer spending the benefit of the doubt? Real wage growth has continued while rising interest rates have not affected all households in a consistent way. In this strategy blog we take a look at the health of the US consumer market.
Strategy Blog
Large companies have typically offered far more attractive returns than their smaller counterparts, but that has changed recently. What’s behind the reversal? In this strategy blog we examine the reasons behind the switch and whether this trend is likely to continue.
Perspectives podcast
A mid-year review on the main macroeconomic developments and how our strategies have perfomed with our CIO Dr. Carlos Mejia and Global Investment Strategist Kevin Gardiner.
Strategy Blog
In the second round of France's parliamentary election, Marine Le Pen's RN unexpectedly fell from first to third place as a result of widespread tactical voting and targeted withdrawals by other parties. In this blog we assess the potential economic impact of the vote.
Perspectives podcast
As we enter the second half of the year, political developments continue to hold our attention. However, what concerns us as citizens does not always align with what affects us as investors.
Strategy Blog
A decisive election result means that Labour will form a government for the first time in 14 years and Sir Keir Starmer will become Prime Minister today. In this strategy blog we take an early look at the potential economic consequences of this change in government.
Monthly Market Summary
US mega-cap names led a narrowly-focused advance in June's stock markets while president Macron’s snap election announcement added uncertainty to European markets.
Thematic Insights
The Olympic motto 'citius, altius, fortius' - faster, higher, stronger - reflects the sport industry's rapid evolution. Younger generations are redefining their engagement with athletes and sports, driven by new technologies.
Perspectives podcast
What is our conclusion of the Q1 2024 earnings season? What are the benefits of active investing? And how are different asset classes performing in the current market environment? Listen to our latest Perspectives podcast to find out more.
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