Has Europe's time come?
The year has started brightly for the European market, with the Euro Stoxx 50 up more than 10 per cent since the start of 2025. But is that a sign Europe has turned a corner?This week Ian Rees, head o...
27 Mar 202518min
Is now the time to worry about the US economy?
US president Donald Trump has said there might be "a little disturbance" as he imposes tariffs he claims are necessary. But fears of a recession in the US are growing.This week Joseph Wilkins and Davi...
20 Mar 202525min
What to make of the US stock slide
Since the start of 2025, the S&P 500 is down nearly 5 per cent due in part to Donald Trump's 'will he, won't he' approach to tariffs. This week tariffs were on again (before they weren't) so the US bl...
13 Mar 202525min
Mitigating 2024's rise in fund manager moves
Last year saw a spike in the number of fund manager departures, which were at their highest level since Covid.This week David Thorpe, Joseph Wilkins and Dave Baxter have a chat about why that might be...
6 Mar 202519min
Are we at an inflection point for political risk?
For better or worse, Donald Trump's first few weeks in the White House have involved a flurry of activity - which the markets have always appreciating some of the new US president's decisions.This wee...
27 Feb 202515min
Are equal-weight indices all they’re cracked up to be?
If volatility has made a comeback, are equal-weight indices the solution to this problem? Or do they present different issues?This week David Thorpe, Dave Baxter and Joseph Wilkins have a chat about t...
20 Feb 202520min
Is volatility back for good?
With Donald Trump in the White House and China pursuing its AI ambitions, it seems like 2025 is going to be a volatile year.This week David Thorpe and Joseph Wilkins have a chat with Eren Osman, head ...
13 Feb 202529min
Benchmarking for success
Selecting a benchmark can be a thorny issue for portfolio managers since it is what their performance is judged against.This week David Thorpe and Joseph Wilkins are joined by Shanti Kelemen, chief in...
6 Feb 202522min
