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27 8月 2024
Equity - Europe
Equity
Head of Europe ex-UK Equities
Europe better placed than America… and cheaper
Europe better placed than America… and cheaper
In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk.
Read time - 1 min
27 8月 2024
マルチアセット
Multi Asset
Chief Economist, EMEA
What are central banks telling us about interest rates?
What are central banks telling us about interest rates?
After Jackson Hole, markets are pricing in big rate cuts for the US. What are the risks of disappointment?
Watch time - 4 min
23 8月 2024
債券
Fixed Income
Geopolitical risks and FX reserves
Geopolitical risks and FX reserves
With heightened geopolitical concerns, it’s very much a case of “more is more” for central banks and their FX reserves. That’s why, with interest rates once again running around mid-single digits, fixed income is back in fashion.
Watch time - 4 min