Markets have started to price in UK policy easing in 2024, but we believe those looking for aggressive cuts may be disappointed.

US exceptionalism has underpinned a long period of asset outperformance, but we stand at a cross roads, and this long standing trend may be drawing to a close.

Active investment in fixed income has on average paid off over the past 10 years. We can name seven key structural reasons why active fixed income managers find it easier to beat passive managers, but in this video we focus on just the three main causes.