Grin it and hedge it
The persistent rise in the value of risk assets leaves investors with a dilemma: on the one hand, many valuation…
08/10/25
Europe
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Article
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Article
Divergence calls for diversification: Asia’s...
Asian investors have long directed significant investments to the US; this year the trend of diversification towards other markets has…
07/10/25
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Graph
Graph of the week –...
The underperformance of eurozone government bond markets, slightly negative in the third quarter compared to +1.6% for US Treasuries (in…
03/10/25
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Graph
Graph of the Week –...
Earnings growth rates for European equities have suffered in the year to date from low oil prices and the impact…
26/09/25
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Article
Weekly Market Update – The...
After the European Central Bank signalled that its policy rates would not fall further, the US Federal Reserve restarted its…
19/09/25
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Podcast
Talking Heads – European small-cap...
After a lean period in recent years, European small-cap stocks have entered positive territory. We see a number of favourable…
11/09/25