Q1 2023 Active Insights: Interesting Times?

Global Economy Insight

This quarter’s edition includes our Head of Active Strategies Colin Reedie discussing the variables that could determine returns in fixed income for the rest of the year, followed by Head of Euro Credit Marc Rovers considering how long the good times can last for yields in Europe.


Broadening our scope, Global Economist James Carrick takes stock of a turbulent year for European energy markets and what these disruptions mean for the continent’s economy going forward, and Equity Analyst Ewan Bowerbank and Fund Manager Robert White break down the investment implications of ChatGPT and the new wave of generative AI.

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