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Insights

Japan Equities: Was spricht für japanische Aktien?

Kirschblüte, solide Autos und eine jahrtausendealte Kultur: Japan ist die viertgrößte Volkswirtschaft der Welt. Eine Reihe von Reformen bringen die Wirtschaft weiter voran.

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Aktuelle Beiträge

We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.
From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.

Verwandte Beiträge

7 Mai 2025

Jeremy Smith

Head of UK Equities

Mythbusters: why the bad press around UK stocks doesn’t stack up

From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
2 Mai 2025

Francis Ellison

Client Portfolio Manager

Frederic Jeanmaire

Portfolio Manager

Warum die Zeit reif ist für Europa

Die Weltwirtschaft befindet sich im Umbruch. In dieser Situation sind die Argumente für eine Anlage in europäische Aktien so überzeugend wie seit Jahren nicht mehr.
1 Mai 2025

Francis Ellison

Client Portfolio Manager

Frederic Jeanmaire

Portfolio Manager

Why the time is ripe for Europe

With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.
12 Mai 2025

Anthony Willis

Senior Economist

Market Perspectives: Is the US-China trade war over already?

We have seen a positive outcome from trade talks between the US and China over the weekend, and while there was an expectation that we would see some progress, the reduction in tariffs has surprised to the upside.
7 Mai 2025

Jeremy Smith

Head of UK Equities

Mythbusters: why the bad press around UK stocks doesn’t stack up

From valuations and the make-up of the index to perceived US superiority and mistaking the UK economy as a proxy for the equity market, many of these just don’t stand up to scrutiny. We debunk six myths in detail.
6 Mai 2025

Anthony Willis

Senior Economist

Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?

The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.

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