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With European growth expectations for 2025 now already subdued, it is hard to imagine further bad news catching prognosticators by surprise.
By: Maria Milina, Michael Lewis, Murray Birt, Dirk Schlüter, Richard Marshall, Ruben Bos
The investment routes to speed up European Transformation
By: Jason Chen
Evaluating the use of European high yield within an investment portfolio
By: Maria Milina, Jason Chen
Artificial Intelligence (“AI”) is reshaping our world, with the potential to add trillions to global economic growth. In this paper, we explore the opportunities for investors to capture transformative opportunities of AI.
By: Ivy-sw Ng
The Chinese Property Market in Flux
By: David Bianco
Surging AI capex: Macro implications of its size and return on investment?
By: Jason Chen, James Kole
How the price and yield relationship is impacted for issuer callable bonds
By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
New S&P 500 target of 5300: A.I. lives and it needs food and shelter
The end of macro?: Some companies are so big they are the macro
Evaluating the use of high yield within an investment portfolio
How and why we still need to do more to get more women into finance, encourage more women to invest and improve education about gender, diversity and finance.
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects