insights.

How should investors navigate a turbulent second half? We present our 10 strongest convictions. 

Deep political shifts are underway in the heart of Europe. We analyse three French election scenarios and asset class implications.

We’ve reinforced our thematic equity framework, to reflect fundamental economic trends and as an integral part of our House View.

Things are looking up in Europe. What does this mean for our investment strategy? And what surprises might ECB rate decisions and European Parliamentary elections hold? 

With policy rates peaking across developed economies, what’s next for bond markets? It may be crunch time for fixed income investors.

Where are equity markets headed for the rest of 2024? And which regions and sectors should investors focus on?

Is the recent rally in Chinese stocks sustainable? Could the yuan be devalued? We examine the outlook.

What does the rest of the year have in store for the UK economy, the Bank of England, stocks, gilts and sterling?