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John Mullins
Solutions Director - EMEA
London

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Mountain valley
Article
8 min
Equity Fixed income Macro and market Tactical allocation Article
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Making the most of the new economic era’s bright spots

Despite uncertainty, there are important factors supporting a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.

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Marco Giordano
Marco Giordano
John Mullins
John Mullins
event
8 min
Article
2026-05-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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