Asset allocation Strategist from East of the Elbe – Q2 2025
Welcome to Applied philosophy, our view on global equity market model sector allocation.
April 1, 2025
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Editor's choice
Weekly Market Compass Clouds are forming for the global economy
There are signs of softening global growth prospects and rising economic policy uncertainty, plus a tectonic shift in fiscal stimulus around the globe.
March 26, 2025
Weekly Market Compass On the lookout for ‘brown shoots’ in the US economy
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
March 18, 2025
Upcoming events
Join our Annual Investment Outlook 2025 webinar
Our experts will discuss the state of the global economy; our outlooks for equities, fixed income, emerging markets, and private markets; and the potential for artificial intelligence to influence global growth.
Date: Wednesday, 4 December, 2024 10:00 GMT
