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11 November 2024
Aktien
Head of Europe ex-UK Equities
European reform must wait as the US continues to advance
European reform must wait as the US continues to advance
The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
11 November 2024
Multi-Asset
Multi Asset
Chief Economist, EMEA
Will trade wars end the Equity Bull market?
Will trade wars end the Equity Bull market?
Assessing the impact of Trump-era trade tariffs.
5 November 2024
Aktien
Portfolio Manager, Global Equities
WD-40, the graveyard cabinet and a hunt for special smaller companies
WD-40, the graveyard cabinet and a hunt for special smaller companies
I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here's what I'm looking for.