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Active Thinking
Active Thinking: Top of the Luxury Pyramid
26 April 2024

Flavio Cereda, Investment Manager, Luxury Equities, highlights the polarisation within the luxury sector, defines what he calls the ‘luxury pyramid’ and discusses two of the stocks that he feels exemplify the top of the pyramid.

Charles Hepworth Blog
US core PCE inflation rises in line with forecasts
26 April 2024

Personal Consumption Expenditures inflation remains too ‘sticky’ for Fed to sanction immediate rate cuts.

Investment Opinions
European banks: Finally, investors give credit where it’s due
25 April 2024

European banking stocks have delivered impressive returns so far in 2024 (+16.7%* for the sector). Niall Gallagher assesses the factors behind the gains, and explains why he is retaining heavy overweight exposure to European banks.