30th January 2025

PIMCO: Bank of England: How Low Will Interest Rates Go?

With the highest policy rate among large developed countries, the U.K. has become an outlier, but we expect interest rates will fall by more than markets expect, with significant implications for gilt yields.

Investment Commentary, Investments

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Aberdeen: Resilience by design: multi-asset portfolios for volatile markets

A look at the benefits of deliberate, long-term multi-asset portfolio construction.

BNP Paribas: View from the markets: Fair weather outlook

Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.

M&G: What is a safe haven now?

Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.

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