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9 May 2024
Fixed income
Fixed income
Portfolio Manager, Fixed income
Senior Credit Analyst
Irish banks: a classic turnaround tale... and opportunity
Irish banks: a classic turnaround tale... and opportunity
The sector has gone from being one of the riskiest in Europe to among the safest – an excellent example of the situations we look for, and that our deep research and bottom-up approach allows us to benefit from.
Read time - 3 min
7 May 2024
Multi-Asset
Multi-Asset
Chief Economist, EMEA
Interest rate cuts back on the agenda
Interest rate cuts back on the agenda
Pessimism about the prospects for US interest rates cuts has been growing steadily as 2024 has developed. But there was a big change last Friday.
Watch time - 6 min
26 April 2024
Responsible investment
Responsible investment
Senior Associate, Responsible Investment
Decarbonising Steel: redefining the value chain and the role of iron ore miners
Decarbonising Steel: redefining the value chain and the role of iron ore miners
The need to decarbonise is driving innovation in the steel sector, which in turn is reshaping the global value chain for one of its key inputs – iron ore.
Read time - 1 min