Another eventful week
While a link can be made between recent movements in financial market and trade-related politicking, credit risk suddenly rose to…
22/10/25
Europe
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Article
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Article
Eurozone rate cutting cycle nears...
With the eurozone economy growing by 0.6% quarter-on-quarter in the first quarter and by 0.1% QoQ in the second for…
22/10/25
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Article
Reasons why Europe is back...
The change in economic and geopolitical policies from the US administration, combined with a significant increase in European defence and…
14/10/25
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Article
Politics in the driver’s seat
The US federal government shutdown, which began on 1 October, continues with little sign of any imminent settlement between Democratic…
13/10/25
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Graph
Graph of the week –...
On 8 October the price of gold rose above $4,000 a troy ounce for the first time, extending a rally…
10/10/25
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Article
European infrastructure - Striking the...
Despite macroeconomic turmoil in some markets, infrastructure decarbonisation and digitalisation remain viable and appealing thematic investment options in Europe. Karen…
09/10/25