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19 November 2024
Aktien
Equity
Global Head of Equities
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
18 November 2024
Verbindlichkeitsorientierte Anlagen (LDI)
Head of Dynamic Real Return, Multi-asset
Lifestyling: the Achilles heel in DC pensions
Lifestyling: the Achilles heel in DC pensions
Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing.
15 November 2024
Festverzinsliche Anlagen
Fixed Income
Global Head of Fixed Income
2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
Soft landing supports bond performance – but will it last?