Insights

Euro cash has moved from passive placeholder to active allocation, where structure and implementation can potentially shape portfolio outcomes.

Investors added to both equity and fixed income ETF exposures against a constructive market backdrop.

With inflation a key challenge for policymakers, we look at the regional dynamics at play in our latest economic and market update.

Higher rates and reduced bank lending have shifted more financing into private markets. What does this mean for traditional bond exposures?

While the global economy seems well positioned to absorb higher inflation, lingering uncertainties present a nuanced picture for active investors.

Building trust with clients often requires the support of a reliable investment partner with a proven track record.

Euro area equities offer a structurally coherent exposure that can play a different role in portfolios to broad Europe equity benchmarks.

Higher energy prices and policy uncertainty are fuelling bond market dispersion, creating opportunities for quality-focused active investors.

What now for central banks as higher oil prices driven by the Middle East conflict create a stagflationary shock for the global economy?

The importance of flexibility in deploying risk while positioning bond portfolios to capture opportunities when real dislocations finally emerge.

Float-adjusted global bond indices aim to reflect what investors can actually own – Japan offers a powerful real-world test of why that matters.

The leading tech firms’ revenue sources and equity performance vary more than their common label may suggest.