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Equity : US Insights
20 janvier 2025
Gestion multi-actifs
Multi Asset
Chief Economist, EMEA
Have supermarket loyalty cards contributed to UK stagflation ?
Have supermarket loyalty cards contributed to UK stagflation ?
Loyalty cards have been a big marketing success for UK supermarkets. 97% of shoppers have at least one and they offer big discounts on selected goods.
17 janvier 2025
Actions
Equity, Global Equity
Head of Global Equities
A racing certainty - can big tech beat the odds again?
A racing certainty - can big tech beat the odds again?
Bumper earnings have seen big US tech names dominate equity returns. What are their prospects from here and will the rest of the market begin to close the gap?
17 janvier 2025
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Chief Executive Officer
2025 CEO outlook: Is the US market too good to be true?
2025 CEO outlook: Is the US market too good to be true?
As the US prepares for a political changing of the guard, our CEO shares his thoughts on where he sees markets opportunities and the potential risks for investors in 2025