Moderating inflation keeping ECB on...
The eurozone economy is facing a dramatic increase in macroeconomic uncertainty. Changes in US foreign policy are forcing a re-think…
02/05/25
Europe
-
Article
-
Video
Investment outlook – Waiting for...
With the waters in financial markets stirred and the amplitude of the ripples still unclear, a cautious attitude to asset…
02/05/25
-
Article
An ETF for European equities...
Despite the region’s improving medium to long-term prospects, European equities have repriced dramatically in recent weeks, namely in response to…
02/05/25
-
Article
Monthly Market Viewpoint – Waiting...
Market gyrations due to rapidly changing tariffs are likely to continue until some sort of agreement is reached between the…
02/05/25
-
Article
Trump’s tariffs – A paradigm...
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially…
08/04/25
-
Article
Weekly Market Update – Anticipation
Investors have been on tenterhooks ahead of news on the Trump administration’s latest tariff salvo. But looking beyond the headlines,…
07/04/25