Company Information

Company Background

Manager's View

Latest Insights

Manager's View

22MAR 2017

Positioning for change

Manager's View

22MAR 2017

Positioning for change

Our expert discussed major themes in markets, including the recent rotation, likely impact of Donald Trump, and the prospects for emerging markets.

READ WHOLE ARTICLE

Manager's View

14MAR 2017

European forecast update: cautiously more optimistic

Manager's View

14MAR 2017

European forecast update: cautiously more optimistic

We find ourselves revising up our European growth forecasts this quarter, as a combination of upside surprises to official data and stronger signals …

READ WHOLE ARTICLE