Happy holidays?
The fourth quarter of the year has historically seen the best performance, at least for US and emerging market equities.…
29/10/25
Portfolio perspectives
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Article
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Article
Anxious relief over the state...
The following article was originally published on the BNP Paribas Group economic research webpage. Read the original version here. Anxious…
23/10/25
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Article
US sovereign debt – Yield...
We view the current strength of US GDP growth as heavily reliant on the investment boom related to AI, both…
22/10/25
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Article
Eurozone rate cutting cycle nears...
With the eurozone economy growing by 0.6% quarter-on-quarter in the first quarter and by 0.1% QoQ in the second for…
22/10/25
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Article
Is Quality out of fashion...
In recent years, ‘Quality’ stocks — those with robust balance sheets, conservative debt, and high returns on equity — have…
21/10/25
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Article
Full steam ahead for European...
European high-yield debt has continued to deliver positive returns in the third quarter of 2025. There has been strong demand…
16/10/25