What is happening to the global consumer and what are the key trends for investors to watch out for?

• Virginie Maisonneuve, Head of Global and International Equities
• 1 May 2013

Virginie discuss the outlook on global markets and how automatic spending cuts in the US will impact the markets and the economy.

• Virginie Maisonneuve, Head of Global and International Equities
• 6 Mar 2013

Two important developments emerged last week - agreement on the terms of a common bank supervisor in Europe and the announcement of more quantitative easing in the US. Virginie Maisonneuve gives her view on these developments.

• Virginie Maisonneuve, Head of Global and International Equities
• 17 Dec 2012

Virginie Maisonneuve, Head of Global and International Equities, looks ahead into 2013

• Virginie Maisonneuve, Head of Global and International Equities
• 4 Dec 2012

Virginie Maisonneuve answers six key questions on what China's leadership transition means for its future direction and what the top opportunities are for investors.

• Virginie Maisonneuve, Head of Global and International Equities
• 26 Nov 2012

The once-in-a-decade leadership transition in China is set to be unveiled at the party conference starting this week. This has significant implications for China and the global economy and should bring relief to Chinese equity markets.

• Virginie Maisonneuve, Head of Global and International Equities
• 12 Nov 2012

Is the global economy close to reaching a tipping point?

• Virginie Maisonneuve, Head of Global and International Equities
• Katherine Davidson, Portfolio Manager, Global Demographic Opportunities
• 23 Oct 2012

Virginie provides her reaction to the French Budget and how her investment strategy might change in light of the new budget.

• Virginie Maisonneuve, Head of Global and International Equities
• 2 Oct 2012

In this article, we discuss some of the reasons behind the Arab Spring and assess its progress.

• Virginie Maisonneuve, Head of Global and International Equities
• Katherine Davidson, Portfolio Manager, Global Demographic Opportunities
• 20 Sep 2012

In this paper, we explore the drivers and implications of the recent uptick in fertility rates in Western Europe, assessing the potential for a ‘new demographic transition’ in the developed world.

• Virginie Maisonneuve, Head of Global and International Equities
• Katherine Davidson, Portfolio Manager, Global Demographic Opportunities
• 19 Apr 2012