Paul Doyle
paul_doyle

Paul Doyle

Head of Europe ex-UK Equities

Latest articles

November 2023

'Higher for longer’ rates will curb inflation, so quality is the way to go

Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.

Latest articles

November 2023

'Higher for longer’ rates will curb inflation, so quality is the way to go

Interest rates are at or close to a peak, but will remain higher for longer. Recession in the US remains likely, much more so than in Europe. We think European equities may once again outperform the US.
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