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
Equity
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Podcast
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Article
Weekly Market Update - Going...
Investors expected prior to the US election that 2025 would see a soft landing of the US economy, entailing a…
05/09/25
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Article
Weekly Market Update - From...
Fed Chair Jerome Powell’s speech on Friday 22 August at the Jackson Hole economic conference was supposed to be the…
27/08/25
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Article
Weekly Market Update – Good...
Investors have interpreted most recent data releases as supportive of a positive outlook for the US economy, but there are…
20/08/25
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Graph
Graph of the Week –...
Investor’s high hopes for US small-cap stocks after Donald Trump’s re-election as US president were initially disappointed. The belief had…
19/08/25
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Article
Long-term asset allocation – The...
How much has changed for long-term investors with Donald Trump’s re-election as US president. His administration is remaking the global…
15/08/25