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...
18/12/2024 Economy & Markets Germany’s path ahead The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.
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 opti... 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 summe... 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 seaso... 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.