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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.
4 November 2024
Multi-Asset
Multi Asset
Chief Economist, EMEA
Britain's big Budget - will it work?
Britain's big Budget - will it work?
The sheer scale of the fiscal changes in the recent budget were surprising, and confirmed growing fears around tax rises. But might UK businesses respond by boosting productivity?
31 Oktober 2024
Festverzinsliche Anlagen
Festverzinsliche Anlagen, Investment Grade
Associate Analyst
Senior Credit Analyst
Keine trübe Herbststimmung bei globalen IG-Unternehmen
Keine trübe Herbststimmung bei globalen IG-Unternehmen
Die Investment-Grade-Indizes (IG) bleiben nahe an ihren jüngsten Höchstständen. Auch die Fundamentaldaten der Unternehmen sind äußerst stark.