Graph of the Week –...
Earnings growth rates for European equities have suffered in the year to date from low oil prices and the impact…
26/09/25
Equity
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Graph
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Article
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
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Article
Weekly Market Update – Riding...
The swing in the US Federal Reserve’s preoccupation from tariff-induced inflation risk to labour market weakness – and the consequential…
25/09/25
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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
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