Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the significant moves in interest rate expectations in the US so far this year.

Bernard Swords

What were the key messages from our Asset Allocation Committee meeting last week?

Jim Connolly, Head of Pensions Technical

In our latest episode of The Big Question, we ask Jim Connolly, Head of Pensions Technical: what is auto-enrolment?

Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines how the US, eurozone and Chinese economies are performing relative to forecasts - and what that means for equity markets.

Bernard Swords

Political events were prominent last week. What do they mean for markets?

Bernard Swords

In our latest instalment of our blog series, Chart of the week, Bernard Swords, Chief Investment Officer, examines the movement in the French 10-year yield and its spread over the German equivalent in the wake of the first round of the French National Assembly elections.

Bernard Swords

How has the year evolved relative to our 2024 outlook - and what is our outlook for the rest of the year?

Brian Flavin

In our latest instalment of our blog series, Chart of the week, Brian Flavin, Senior Research Analyst, examines how the US medical devices sector performed in the last US presidential election year versus the current one.

Sebastian Orsi, CFA

What were the key data releases last week and how did markets react?

Stay ahead of the curve with our experts’ breakdown of this month’s market shifts and the insights shaping our portfolio positioning.