Weekly Market Update A relaxed summer holiday
Earnings updates and recent economic data have aligned to allow investors to leave for their summer holidays largely relaxed. There…
13/08/25
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Insights 1776
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Article
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Article
Euro high-yield shows resilience despite uncertainties
Euro high-yield bonds have continued to perform well with relatively low volatility, showing resilience in the face of considerable uncertainty.…
12/08/25
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Article
China Involution, deflation and structural reform
‘Involution’, or ‘nei-juan’ in Chinese, is the new buzzword in commentary about China’s economy1. It refers to excessive and self-defeating…
11/08/25
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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
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Article
Monthly Market Viewpoint Waiting for the slowdown
Is the US economic slowdown finally arriving? Like Vladmir and Estragon in En attendant Godot, some investors see the recent…
07/08/25
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Article
Weekly Market Update Do you remember what happened last August?
Investors found some relief in July, with trade tensions easing, reports of a good earnings season, signs that the global…
07/08/25
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Graph
Graph of the Week What is going on in the US labour market?
Former Federal Reserve Chair Alan Greenspan saw the percentage of people out of work because they quit their jobs voluntarily…
06/08/25
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Article
Summer reading ABC From value to failure and from Musk to monks
Using the letters of the alphabet to describe an event or a person can be an amusing pastime. What would…
06/08/25
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Podcast
Talking Heads Setting a course for investing in the rest of 2025
With the second half of the year now well underway, what are the prospects for the major economies and financial…
06/08/25
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Article
In Conversation Unlocking opportunities in private equity
Despite a challenging market, private equity still has much to offer – especially to investors with access to the most…
06/08/25