9/12/2024 European bonds shine ahead of ECB meeting European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
18/11/2024 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.
16/09/2024 ECB cuts rates again this year The ECB cut its benchmark interest rates in the context of falling inflation and weak economic growth.
26/08/2024 Summer rotation in equities Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.
22/07/2024 Signs of rotation emerge in equities Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.
11/06/2024 The ECB initiates rate cuts after a long gap As expected, the ECB reduced its policy rates for the first time in the last five years.
3/06/2024 US consumer shows confidence A latest survey reading of US consumers rose in May, after declining for three months in a row.
13/05/2024 Diversified approach in focus Leverage a diversified strategy focusing on European equities and bond yields for potential growth. Navigate economic uncertainty and interest rate dynamics...
29/04/2024 Euro area: Worst over, slow recovery ahead Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.
22/04/2024 Global growth forecast revised higher, again With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.
15/04/2024 ECB's next move should be a rate cut Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.
8/04/2024 Rotations at play in equity markets European and Japanese stock markets are expected to outperform due to undervalued stocks and strong domestic demand. Tensions in the Middle East will...
26/02/2024 Investors patience rewarded European equity markets fully recovered the losses of 2022 and are back at new highs. Economic activity data shows signs of improvement in an overall...
12/02/2024 Japan equity leadership continues Explore the lucrative Japanese equity market for international investors. Benefit from profit recovery, corporate reforms, and wage negotiations driving...