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11 November 2024
Equity
Head of Europe ex-UK Equities
European reform must wait as the US continues to advance
European reform must wait as the US continues to advance
The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
11 November 2024
Multi-Asset
Multi Asset
Chief Economist, EMEA
Will trade wars end the Equity Bull market?
Will trade wars end the Equity Bull market?
Assessing the impact of Trump-era trade tariffs.
8 November 2024
Equity
Investment Content Manager
Market Monitor – 8 November 2024
Market Monitor – 8 November 2024
Donald Trump’s unexpectedly decisive victory in the US presidential election provided a boost for global stock markets, with share prices in America rising to record highs.