Reasons why Europe is back...
The change in economic and geopolitical policies from the US administration, combined with a significant increase in European defence and…
26/09/25
Europe
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Article
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Article
Weekly Market Update – The...
After the European Central Bank signalled that its policy rates would not fall further, the US Federal Reserve restarted its…
19/09/25
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Podcast
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
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Article
Monthly Market Viewpoint – Be...
Expectations prior to the US election for a soft landing by the economy in 2025 are being met, or at…
10/09/25
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Article
Monthly Market Viewpoint – Waiting...
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
Through the rapids
Markets have faced no shortage of challenges over the last quarter, most notably the threat of US import tariffs after…
30/07/25