Graph of the Week –...
Investor’s high hopes for US small-cap stocks after Donald Trump’s re-election as US president were initially disappointed. The belief had…
19/08/25
Portfolio perspectives
-
Graph
-
Article
Long-term asset allocation – The...
How much has changed for long-term investors with Donald Trump’s re-election as US president. His administration is remaking the global…
15/08/25
-
Graph
Graph of the Week –...
Chief executives generally provide an update on the outlook for their company’s sales or profits during each quarter’s earnings call.…
13/08/25
-
Article
Euro high-yield shows resilience despite...
Euro high-yield bonds have continued to perform well with relatively low volatility, showing resilience in the face of considerable uncertainty.…
12/08/25
-
White paper
ETF Watch – August 2025
July was another strong month for UCITS ETF inflows (+€25.3 billion), driven once again by equities (+€21.6 billion). Global equity…
08/08/25
-
Article
Monthly Market Viewpoint – Waiting...
Is the US economic slowdown finally arriving? Like Vladmir and Estragon in En attendant Godot, some investors see the recent…
07/08/25