European strategic autonomy: A long-term...
This article is part of our 2026 Investment Outlook. Europe is deepening its quest for strategic autonomy. What began as…
19/11/25
Equity
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Article
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Article
Artificial intelligence: Not a bubble…...
Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of…
19/11/25
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Article
One less uncertainty for investors...
When, on 5 November, the previous – 35-day – record for a US government shutdown during Donald Trump’s first term…
13/11/25
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Podcast
Getting the best out of...
Investing in European stocks on the basis of quality-focused criteria has gone through a rough patch, but as Carmine De…
12/11/25
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Podcast
Tailwinds for emerging markets include...
Emerging market equities have overcome the initial fallout from US tariffs on imported goods, thanks, in part, to resilient demand…
05/11/25
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Graph
Graph of the Week –...
The latest earnings reporting season has started out well, with a particularly high number of US companies raising their guidance…
30/10/25