April 9, 2026 in
Our Q1 2026 Investment Outlook is Out
We publish a full Investment Outlook each quarter for our clients. This one was due at the end of March. We held it back. The Gulf conflict was...
April 18, 2015
in Research
European equities have generally performed strongly in local currency terms during the first quarter of 2015 boosted by the introduction of quantitative easing stimulus policies but what should investors be thinking now? Here are four key thoughts for the next quarter and beyond.
April 9, 2026 in
We publish a full Investment Outlook each quarter for our clients. This one was due at the end of March. We held it back. The Gulf conflict was...
March 26, 2026 in
There is a question that has quietly moved from the fringes of academic finance into mainstream portfolio discussion: what happens to markets when...
January 13, 2026 in
For much of the past decade, investors operated in a world shaped by abundant capital. Interest rates were low, liquidity was plentiful and...