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22 novembre 2024
LDI
Head of LDI Implementation
LDI market review and outlook: The aftermath of an eventful election season
LDI market review and outlook: The aftermath of an eventful election season
Geopolitical considerations and fluctuating investment sentiment meant it was a period of relative valuation opportunities.
21 novembre 2024
Macro Outlook
Global Chief Investment Officer
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
20 novembre 2024
Obligations
Senior Analyst, Fixed Income
Stalling car auction sales suggest broader consumer weakness
Stalling car auction sales suggest broader consumer weakness
The popularity of online car auctions has created a unique two-way market dataset that is liquid and representative of all the US. Alongside wider income and expenditure data, we can see consumer pressures rising up the wealth ladder.