Paul Doyle
paul_doyle

Paul Doyle

Head of Europe ex-UK Equities

Latest articles

February 2024

All eyes on quality defensives

Equity markets have rallied, inflation is falling, interest rates are peaking, and 2024 rate cuts are already priced into markets.
November 2023

'Higher for longer’ rates will curb inflation, so quality is the way to go

Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.

Latest articles

February 2024

All eyes on quality defensives

Equity markets have rallied, inflation is falling, interest rates are peaking, and 2024 rate cuts are already priced into markets.
November 2023

'Higher for longer’ rates will curb inflation, so quality is the way to go

Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.
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