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Outlook 2026

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On the matter of global vs US equity
  • Funds
  • Investment Insights

On the matter of global vs US equity

Relative to US equities, global equities have been in a downward trend since 2008.

  • 19 März 2025
  • Read time: 2 mins
article
The ECB cuts rates to 2.5%
  • Macro

The ECB cuts rates to 2.5%

The ECB has lowered rates again as inflation moves closer to target, reflecting progress in disinflation while balancing persistent domestic price pressures. In this Macro Flash Note, Chief Economist Stefan Gerlach assesses the implications for future monetary policy decisions.

  • 17 März 2025
  • Read time: 2 mins
article
When will fundamentals matter again?
  • Funds
  • Fixed income

When will fundamentals matter again?

With elevated uncertainty around policy and economic growth, is now the time to pivot to fundamentals when looking at sovereign bonds?

  • 13 März 2025
  • Read time: 5 mins
article
Elevated Uncertainty
  • Macro

Elevated Uncertainty

Welcome to the March edition of InView: Monthly Global House View. In this publication we consider significant developments in the world’s markets, and discuss our key convictions and themes for the coming months.

  • 13 März 2025
  • Read time: 10 mins
article
China’s NPC steps up stimulus amid challenging external environment
  • Macro

China’s NPC steps up stimulus amid challenging external environment

China’s annual National People’s Congress (NPC) always provides a good opportunity to gain insight into Beijing’s thinking on economic matters, including numeric goals for growth, inflation, and budget deficits. In this Macro Flash Note, Economist Sam Jochim assesses what can be expected from the Chinese economy this year following the latest NPC.

  • 10 März 2025
  • Read time: 3 mins
article
Could recent European equity outperformance continue?
  • Macro
  • Equities

Could recent European equity outperformance continue?

European equities have seen a strong start to the year relative to US indexes. Portfolio manager Sam Glover explores the case for European growth stocks.

  • 06 März 2025
article
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Park House
116 Park Street
London
W1K 6AP

  • +44 (0)20 7491 9111
  • [email protected]
 

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Park House
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W1K 6AP

  • +44 (0)20 7491 9111
  • [email protected]
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