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
Europe
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Article
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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
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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
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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
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Article
Weekly Market Update – Beyond...
Geopolitics have been dominating the headlines, and driving market movements, to a particularly high degree recently. Should the conflict in…
25/06/25
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Podcast
Talking Heads – Investing via...
Geopolitical pressures are forcing Europe to develop an autonomous defence capability. This will require billions of euros to reinvigorate and…
27/05/25