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10 March 2025
Multi-Asset
Multi Asset
Chief Economist, EMEA
German rearmament - the consequences
German rearmament - the consequences
As Germany takes it foot off the debt brake what will be the impact on economies and markets?
5 March 2025
Multi-Asset
Multi-Asset
Chief Economist, EMEA
What’s next for markets?
What’s next for markets?
Low inflation and falling interest rates make risk assets attractive, especially in the US. But should investors be worried about how much good news is priced in?
3 March 2025
Equity
DeepSeek: evolution, not revolution, in artificial intelligence
DeepSeek: evolution, not revolution, in artificial intelligence
What is DeepSeek’s real impact on artificial intelligence, and what does it mean for investors?