Asset allocation Alternatives under the microscope 2024
Welcome to Uncommon Truths, Paul Jackson and Andras Vig’s regular in-depth look at the big topics impacting markets.
27 January 2025
Politics and regulations
Navigate the ever-changing regulatory environment with insights from our global team of legislative experts.
Equities European equities: Darkest before the dawn
Oliver Collin, Co-Head of the European Equities team, addresses the forecast for European equities and explores the factors that could lead to strong performance in 2025.
7 January 2025
Politics and regulation Chancellor’s Mansion House speech: the consolidation game for DC pension funds
Chancellor Rachel Reeves has unveiled UK pension reforms, focusing on faster DC fund consolidation and new rules for scheme transfers. Find out more.
14 November 2024
Market What Trump’s win may mean for the markets and economy
Based on his campaign pledges, here are some things we’ll be watching from President-elect Donald Trump and what they may mean for the economy and markets.
6 November 2024
Market UK Autumn Budget: What does it mean for investors?
What does the UK Autumn Budget mean for investors? We examine the impact on pensions, CGT, ISAs, IHT and the macro-economic outlook. Find out more.
4 November 2024
Equities European equities: Preparing for a new normal in interest rates and value investing
As interest rates normalise, the balance between growth and value stocks shifts, creating new opportunities for fundamentals-focused investors. Learn more.
25 October 2024
Equities European equities: Back to politics, navigating these challenges with active investing
Active European equity investing is helping to navigate the complex nature of politics in the region. Find out more.
8 October 2024
Market An investor’s guide to the US presidential election
We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.
7 October 2024
Market EU imposes provisional anti-dumping measures on Chinese EVs and biodiesel
Michael O’Shea examines the EU’s provisional tariffs on Chinese EVs and biodiesel, with final decisions expected in November 2024 and February 2025.
19 August 2024
Market An Olympic effort: Appointing the next French government
The French snap election resulted in a hung parliament, and ongoing uncertainty. We look at the possible scenarios and implications for policymaking.
8 August 2024
Macro What will Labour’s ‘securonomics’ mean for the UK economy and investments?
With Labour winning the UK election we examine what securonomics mean for the UK economy, wealth management, UK equities and fixed income. Find out more.
5 July 2024
Macro A look at the first 100 days of the new Labour government
Labour Party has won the UK general election, securing 412 seats. Michael O'Shea looks at Labour's first 100 days in government, covering the milestones and expected policy changes.
5 July 2024
Market First Round French Parliamentary Elections: First take on results and investment implications
We take a look at what the results and possible investment implications could be after the First Round of the French Parliamentary Elections. Find out more.
2 July 2024
Market European Parliament election 2024: Outcome and impact
Explore how the 2024 European Parliament election, could impact key economic, climate and defence policies. And the effects on major EU states France, Germany, Italy, Poland and Spain.
26 June 2024
Macro UK Labour party: Four things a Sir Keir Starmer win will need to contend with
We look at the top things to know about a future UK Labour government - the challenges, and the policies. Find out more.
18 June 2024
