Talking Heads – European small...
Recent interest rate cuts have added to a constellation that should allow European small-cap stocks to continue to outshine large…
02/10/24
Europe
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Podcast
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Graph
Graph of the Week –...
What lessons can we draw from the past about how different asset classes perform during a Fed rate cutting cycle?…
27/09/24
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Graph
Graph of the Week –...
The US Federal Reserve’s decision to start its easing cycle with a 50bp rate cut is a means of insuring…
20/09/24
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Article
Weekly Market Update – How...
With the ECB having eased monetary policy again, the focus is now on the pace of cuts from the US…
17/09/24
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Graph
Graph of the Week –...
The European Central Bank cut its deposit facility rate by 25 basis points (bp) on 12 September, as widely expected.…
13/09/24
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Article
Weekly Market Update - A...
After ending August at record highs, global stock markets fell in the first week of September. Investors reacted to worries…
09/09/24