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22 November 2024
Multi-Asset
Investment Manager
Multi-Manager Perspectives: Markets bracing for escalation in Ukraine
Multi-Manager Perspectives: Markets bracing for escalation in Ukraine
Financial markets continue to digest the consequences of the election of Donald Trump, while in in the world of geopolitics, expectations of a changing world order under Trump 2.0 are having immediate consequences in Ukraine.
21 November 2024
Macro Outlook
Global Chief Investment Officer
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
20 November 2024
Fixed income
Senior Analyst, Fixed Income
Stalling car auction sales suggest broader consumer weakness
Stalling car auction sales suggest broader consumer weakness
The popularity of online car auctions has created a unique two-way market dataset that is liquid and representative of all the US. Alongside wider income and expenditure data, we can see consumer pressures rising up the wealth ladder.