Moderating inflation keeping ECB on...
The eurozone economy is facing a dramatic increase in macroeconomic uncertainty. Changes in US foreign policy are forcing a re-think…
17/04/25
Europe
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Article
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Article
Monthly Market Viewpoint – Waiting...
Market gyrations due to rapidly changing tariffs are likely to continue until some sort of agreement is reached between the…
15/04/25
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Podcast
Talking Heads – Tariff turmoil...
A newly re-energised Europe, lifted by more concerted efforts to address lacklustre growth faces a fresh blow as US plans…
11/04/25
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Article
Weekly Market Update – Turmoil...
Donald Trump has followed through on the ‘Liberation Day’ tariffs. There was no last-minute reprieve from the White House, so…
09/04/25
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Podcast
Talking Heads – The case...
A popular investment strategy targeting market-neutral exposure involves an overweight exposure to convertible bonds in combination with an underweight in…
08/04/25
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Article
Trump’s tariffs – A paradigm...
In the absence of major revisions, the latest US import tariffs are a stagflationary shock for the US economy, potentially…
07/04/25