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Market Commentaries
Strong 1H 2025 Performance of Our Thematic Investment Strategies
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US Treasuries deserve another look
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Future of thematics is multi-asset
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Can Europe afford its rearmament?
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TRiUMPh of the Contrarians
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Could 2025 be a better year for thematic equities?
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US equities and the dollar deliver a ringing endorsement of Trump. What now?
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2024 Investment Outlook – Rocky road ahead may be paved by the Fed’s interest rate cuts
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Should the Fed just live with 3% inflation and move on?
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Why is the Stock Market ignoring the Fed?
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The Fed hikes rates and suggests a pause, but is still fighting the last war
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