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In this video update Niall Gallagher, Investment Director, Europe Equities, discusses the key structural trends which he believes define a new investment era, reiterates why for him a style-agnostic approach to investing is essential and reveals how investors could play the artificial intelligence (AI) theme in Europe.
Charles Hepworth Blog
3 min read
Eurozone interest rates unchanged, US PPI and jobs data mixed
11 April 2024
Latest releases fuel expectations that rates could head lower in Europe sooner than the US.
Investment Opinions
10 min read
Yes, we really could go on like this
10 April 2024
US stocks have been defying higher interest rates consistently since October 2022, rising by around 40%. At the same time, the US economy has accelerated even as inflation has been cooling. Either something is about to break, or a profound change could propel stocks onwards.
Commentary