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Literature

Fund Managers

Insights

20 September 2024

Anthony Willis

Investment Manager

Multi-Manager Perspectives: A super size cut from the Fed to start this cutting cycle

The Federal Reserve joins the interest rate cutting party with a super size cut, after 14 months on hold.
Read time - 6 min
19 September 2024

Sally Springer

Senior Thematic Research Analyst, Global Research

James Hodge

Analyst, Research Advanced Analytics

If demographics are destiny, investors should brace for change

World demographics are changing rapidly. With markets experiencing these shifts at different paces, we look at how three major economies are reacting to demographic shifts and highlight the potential implications.
Read time - 8 min
18 September 2024

Steven Bell

Chief Economist, EMEA

Recession, inflation, and interest rates cuts: what does it all mean for markets?

Exploring the factors that mean we’re arguing the case for a goldilocks scenario of growth, easing inflation and lower rates.
Read time - 7 min