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
Europe
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Article
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Article
Euro high-yield shows resilience despite...
Euro high-yield bonds have continued to perform well with relatively low volatility, showing resilience in the face of considerable uncertainty.…
12/08/25
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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
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Video
A new dawn for European...
Geopolitical shifts are forcing many investors to rethink their regional allocation. This sets up an opportunity for European stocks. Already,…
30/07/25
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Article
Private capital in Europe –...
An ‘existential challenge’ is how the 2024 Draghi report on European competitiveness described the need for structural measures to improve…
28/07/25