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21 janvier 2025
Gestion multi-actifs
Multi-Asset
Opening Bell 2025: ‘Immaculate disinflation’ and the ‘Magnificent Seven’
Opening Bell 2025: ‘Immaculate disinflation’ and the ‘Magnificent Seven’
The US economy is set fair but will bond vigilantes present a macro-economic barrier to the new president’s agenda?
20 janvier 2025
Gestion multi-actifs
Multi Asset
Have supermarket loyalty cards contributed to UK stagflation ?
Have supermarket loyalty cards contributed to UK stagflation ?
Loyalty cards have been a big marketing success for UK supermarkets. 97% of shoppers have at least one and they offer big discounts on selected goods.
17 janvier 2025
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Equity, Global Equity
A racing certainty - can big tech beat the odds again?
A racing certainty - can big tech beat the odds again?
Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?