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
Europe
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Article
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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
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Article
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
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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