European Financials: Why Confidence Has Returned
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The perspective from our recent European Financials Conference looked positive for UK markets, loan demand and M&A activity.
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Lisa Shalett, our CIO for Wealth Management, and our Head of Corporate Credit Research discuss how to forecast expected returns over the long term, and whether historic cycles can help make sense of the market environment today.
Published 05/03/24
Published 05/03/24
Our Global Chief Economist explains why the rapid hikes, pause and pivot of the current interest rate cycle are reminiscent of the 1990s.
Published 05/03/24
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