Equities

This month the Fed surprised by moving its dot plot for 2023 to include two rate hikes - a hawkish divergence from the one rate hike that markets were expecting would be signalled.

Deep Dive into UK equities

TwentyFour AM retains ratings post-acquisition

Deep Dive into European equities

Deep dive into UK equities

Joins from Robeco AM where she was global head of fundamental equities

Deep Dive into UK equities

It is a well-known saying in investment circles that asset allocation drives 90% of returns. With this figure in mind, it is relatively easy to see why investors have overlooked European equities for several years.

Deep Dive into European equities