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
Europe
-
Article
-
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
-
Article
Five reasons why Europe is...
After a decade dominated by the strength of US equities, European stocks have been staging a notable comeback in 2025.…
11/09/25
-
Article
Monthly Market Viewpoint – Be...
Expectations prior to the US election for a soft landing by the economy in 2025 are being met, or at…
10/09/25
-
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
-
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