19/11/2025 Equity Think global beyond the tech race The AI story is going global: look beyond US mega caps to diversified, attractively valued regions gaining momentum.
15/09/2025 Economy & Markets Back to school: from summer clarity to autumn’s changing win... Explore the impact of tariffs on global growth, earnings clarity, and market shifts in 2025. Insights on US, Eurozone, and Emerging Markets growth dynamics.
2/09/2025 Economy & Markets The future of France’s budget We analyse how Prime Minister Bayrou's confidence vote and October's budget bill could shape France's economy, debt, and investment outlook.
24/06/2025 Equity Shining a light on shareholder remuneration Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.
31/03/2025 Equity Equity sectors: a mix of Growth and Value to navigate the ch... Return expectations for Financials, Healthcare, and Industrials should benefit from AI, climate transition, and deregulation shaping sector dynamics.
14/03/2025 Economy & Markets A step forward for Europe "A Step Forward for Europe" analyzes Germany's role in boosting Eurozone growth amid challenges like US tariffs and rising defense spending.
6/02/2025 Economy & Markets What Trump 2.0 means for the economy and markets The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...
