16/04/2024 Economy & Markets A window of opportunity for European equities Discover the potential of small-cap and value stocks as they begin to outperform, offering a unique investment window amid global economic recovery.
12/02/2024 Economy & Markets Japan equity: top performer in 2023; remains attractive option for 2024 Optimize your investments with insights into Japan's dynamic equity market. Discover why 2024 holds promise amidst profit recovery, capital efficiency,...
6/03/2023 Equity European equities are favoured in a fragile earnings outlook 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...
12/09/2022 Economy & Markets Q2 earnings season – strong results helped support the summer rally The Q2 earnings season was again stronger than expected and contributed to the equity market rally up to mid-August.
3/06/2022 Equity A look under the surface of the first quarter earnings season The excellent results of the first quarter also conceal weaknesses.
5/04/2022 Geopolitics Ukraine: where do we stand? By calling the war in Ukraine a «tectonic shift in European history», European leaders are giving an indication of the regime changes this war could lead...
2/03/2022 Geopolitics Special Ukraine The invasion of Ukraine by Russian troops has caught Europe off guard, reminding it of the darkest hours before the Second World War.