Insights

November 2024

Jim Griffin

Investment Content Manager

Market Monitor – 22 November 2024

Global stock markets have had a mixed week, with ongoing optimism about the outlook for the US economy tempered by rising geopolitical tensions.
November 2024

Jim Griffin

Investment Content Manager

Market Monitor – 22 November 2024

Global stock markets have had a mixed week, with ongoing optimism about the outlook for the US economy tempered by rising geopolitical tensions.

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22 November 2024

Jim Griffin

Investment Content Manager

Market Monitor – 22 November 2024

Global stock markets have had a mixed week, with ongoing optimism about the outlook for the US economy tempered by rising geopolitical tensions.
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.
19 November 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – November 2024

Our fixed income team provide their weekly snapshot of market events.
19 November 2024

Melda Mergen

Global Head of Equities

2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?

Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
18 November 2024

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Lifestyling: the Achilles heel in DC pensions

Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing.
15 November 2024

Gene Tannuzzo

Global Head of Fixed Income

2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?

Soft landing supports bond performance – but will it last?
15 November 2024

Jim Griffin

Investment Content Manager

Market Monitor – 15 November 2024

Stock markets around the world enjoyed contrasting fortunes this week, with Donald Trump’s success in the US presidential race threatening to create fault lines in the global economy.
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