Europe

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 European equities

Managed by BlackRock’s $82bn Systematic Fixed Income team

Managed by newly-acquired Robeco team

Woodford and SFDR top the list

Mixed Asset funds top IA sector flows

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.

Funds need to rethink approach to ESG criteria

Appian to be known as Gresham House Ireland

As we enter the second half of the year it is important to take stock of upcoming themes that may impact portfolios.