10/02/2025 Tariffs take centre stage Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.
27/01/2025 President Trump: First week A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
20/01/2025 Inflation in focus ahead of Trump’s inauguration A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 Bond yields on the rise A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
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.
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.