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Insights & News

Stay up to date with global markets, discover our latest thinking on key topics, themes and asset classes, plus recent fund news.

What does Trump’s victory mean for Latin America?

The results of the US elections represented a clear mandate to the incoming administration to prioritise some of Trump’s campaign promises. The links with Latin America do not rank high among the next US government’s priorities. In this Macro Flash Note, Economist Joaquin Thul looks at how the region could be affected by Trump’s victory.

  • 21 novembre 2024

Germany’s key issues and the coming snap elections

The snap election on 23 February offers Germany a chance to reinvigorate its economy. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the reasons behind the government crisis and the key issues that the new government must address.

  • 21 novembre 2024

Is gold losing its shine?

After a strong rally in the first ten months of the year, the price of gold has fallen sharply following the US presidential election. In this Macro Flash Note, Senior Economist GianLuigi Mandruzzato looks at the outlook for the price of the yellow metal.

  • 18 novembre 2024

What will be the Impact of a Trump Presidency on Global High Yield?

The recent burst of inflation in the US and in many other countries has led investors to wonder whether the entire inflation environment has changed.

  • 14 novembre 2024

Can the insurance sector weather the storms?

High profile weather events such as the devastating Hurricane Milton in the US and the intense flooding in the Valencia region of Spain have drawn attention to the expected catastrophe losses in the insurance sector.

  • 14 novembre 2024
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A clearer horizon – a more proactive approach

Welcome to the November edition of InView: Monthly Global House View. In this publication we consider significant developments in the world’s markets, and discuss our key convictions and themes for the coming months.

  • 14 novembre 2024
Podcast - The 6 Laws of Technology with Nathan Furr Part 2
  • Macro

Podcast - The 6 Laws of Technology with Nathan Furr Part 2

Breaking companies down into modular systems that drive value and understanding their self-reinforcing cycles are key in navigating the technological landscape. Nathan Furr takes us through two laws of technology in the next of this three-part series, providing examples of how today’s leaders are utilising these elements to their advantage.

  • 13 novembre 2024
  • Read time: 5mins

The Swiss Beveridge curve and inflation

The Beveridge curve – the relationship between the rate of unemployment and the vacancy rate – plays an important role in judging the state of the labour market. As the labour market tightens - vacancies rise and the unemployment rate falls - inflation pressures tend to build. The Beveridge curve is therefore a useful tool for policymakers to help understand the state of the labour market and inflation pressures.

  • 12 novembre 2024
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