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Is renewable tech modelling unduly pessimistic?
Is renewable tech modelling unduly pessimistic?
Has the falling cost of renewable technologies been underestimated by industry modelling?
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Summer's not cancelled - consumers will be spending
Consumer discretionary stocks such as airlines look attractive.
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Professional Investors
Fixed Income Strategy Update
Fixed Income Strategy Update
PIMCO share an update to their approach to investing in fixed income assets and where they see the opportunities...
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Offense and defense – health care offers exposure to both worlds
Offense and defense – health care offers exposure to both worlds
Few sectors offer defensive characteristics and attractive growth potential.
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Are insurance products a damp squib?
Are insurance products a damp squib?
These days, people are increasingly interested in options that offer them real value, and when it comes...
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Despite the storm, there are reasons to like European bank bonds
Despite the storm, there are reasons to like European bank bonds
Attractive valuations and resilient fundamentals support the sector.
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The inflation challenge: UK unemployment will need to rise to at least 6%
The inflation challenge: UK unemployment will need to rise to at least 6%
Only a labour market downturn will solve the UK’s inflation problem.
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Professional Investors
Want outperformance? Southern European markets are hot
Want outperformance? Southern European markets are hot
Southern Europe is having its best start to the year in a long time, but drilling down to the underlying...
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Professional Investors
What next from the Fed?
What next from the Fed?
Amid an outlook for slower growth and more moderate inflation, the Fed remains coy on further rate increases....
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Professional Investors
Healthcare companies - liberated from Covid pressures?
Healthcare companies - liberated from Covid pressures?
Credit quality should improve as volatility subsides.
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How to deliver on Consumer Duty
How to deliver on Consumer Duty
A key pillar of Consumer Duty is demonstrating and delivering value for clients, but to do so requires...
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Professional Investors
Where now for global equity markets?
Where now for global equity markets?
Five forces defining the equity cycle.
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