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22 November 2024

Anthony Willis

Investment Manager

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

William Davies

Global Chief Investment Officer

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

Michael Laskin

Senior Analyst, Fixed Income

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.