Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.

Optimize your investments with insights into Japan's dynamic equity market. Discover why 2024 holds promise amidst profit recovery, capital efficiency,...

Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...

Q4 2022 was the first quarter of YoY profit declines for the United States, while Europe has held up better. In the United States, Big Tech-related sectors...

Understanding the latest UK budget and its main political, social and market implications

The Q2 earnings season was again stronger than expected and contributed to the equity market rally up to mid-August.

The excellent results of the first quarter also conceal weaknesses.

The return of inflation is clearly one of the top themes of 2021 and the post-pandemic economic revival.

The spread of coronavirus in Europe and the United States triggered a worldwide stock market crash in March, followed by a partial rebound.

When we look at equity markets for 2020, we see that value offers better opportunities than growth, as implied expectations are lower and therefore more...

The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.

We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating...