Through the rapids
Markets have faced no shortage of challenges over the last quarter, most notably the threat of US import tariffs after…
30/07/25
Europe
-
Article
-
Video
A new dawn for European...
Geopolitical shifts are forcing many investors to rethink their regional allocation. This sets up an opportunity for European stocks. Already,…
30/07/25
-
Article
Private capital in Europe –...
An ‘existential challenge’ is how the 2024 Draghi report on European competitiveness described the need for structural measures to improve…
28/07/25
-
Article
Eurozone bonds – On the...
We expect the net effects from the US trade tariffs to be disinflationary. Downward price pressures from the direct hit…
18/07/25
-
Article
Weekly Market Update – Drama...
Any expectations that the end of the 90-day US tariff pause on 9 July would provide final clarity on American…
09/07/25
-
Article
Equity Outlook – More wind...
The imposition of tariffs by the Trump administration puts more wind in the sails driving the dominance of tech and…
01/07/25