Content (1153)
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White papersUS inflation surprises on the upside
“With persistent inflation and a resilient economy in the US, the Federal Reserve is in no rush to cut rates.”
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White papersTariffs take centre stage
“Diversification* and a balanced approach are now more important than ever, as the news on tariffs, negotiations, and retaliations will keep markets volatile”
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White papersScenarios, risks and macroeconomic forecasts
Main and alternative scenarios, and Macroeconomic forecasts as of 24 January
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White papersCross Asset Investment Strategy - February 2025
Topic of the Month - What Trump 2.0 means for the economy and markets
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PodcastOuterblue RI – Driving Climate Action through Shareholder Engagement
In the second episode of our five-part series on Shareholder Stewardship, Aaron McDougall, Head of Climate & Ciaran Callaghan, Head of European Equity Research engage in a dynamic conversation on shareholder engagement on climate - linking climate engagements to responsible investors financial considerations.
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White papersGlobal Investment Views - February 2025
Markets: a tug of war between inflation fears and optimism
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White papersTech sector in the spotlight
“DeepSeek, China’s new entrant in the field of artificial intelligence, has shaken the highly-valued US tech sector. Investors should continue to diversify* their equity exposures in search of more attractive opportunities at a global level.”
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WebinarShedding light on dynamics and opportunities of Responsible Investment
Thursday, 13th February 2025 | 8:30 - 9:15 am GMT | 9:30 - 10:15 am CET
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White papersPresident Trump: First week
Following the US elections, the initial market reaction reflected a sense of US exceptionalism, marked by rising equities and a stronger dollar.
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White papersHedge Fund Outlook H1 2025
HF to lure more interest after a strong 2024 vintage for alpha
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White papersESG Thema #19 - Measuring Scope 3 Emissions: implications & challenges for investors
“For many companies, the greatest climate-related risks and opportunities lie within their supply chains, which means addressing Scope 3 emissions is essential.” Mark Carney, Former Governor of the Bank of England said in 2020
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