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10 March 2025
Multi-Asset
Multi Asset
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
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?
4 March 2025
Fixed income
Watch the US dollar and Treasury yields to understand the potential effects of tariffs
Watch the US dollar and Treasury yields to understand the potential effects of tariffs
Move beyond the headline noise to assess the investment implications.
