Euro high-yield bonds have continued to perform well with relatively low volatility, showing resilience in the face of considerable uncertainty.…
12/08/25
Is the US economic slowdown finally arriving? Like Vladmir and Estragon in En attendant Godot, some investors see the recent…
07/08/25
Markets have faced no shortage of challenges over the last quarter, most notably the threat of US import tariffs after…
30/07/25
Geopolitical shifts are forcing many investors to rethink their regional allocation. This sets up an opportunity for European stocks. Already,…
30/07/25
An ‘existential challenge’ is how the 2024 Draghi report on European competitiveness described the need for structural measures to improve…
28/07/25
We expect the net effects from the US trade tariffs to be disinflationary. Downward price pressures from the direct hit…
18/07/25
