11/03/2025 Economy & Markets Tariffs and European news fuel volatility In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.
24/02/2025 Economy & Markets Forming coalition will be easiest of next German Chancellor’... Germany's CDU/CSU have won the elections and will now form a coalition government. Challenges include how to kickstart growth and adapt fiscal policy.
3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.
12/06/2024 Geopolitics EU election results and French politics The Talks outlines the outcome of the EU elections, the French political situation, outlook for Europe and France and investment implications.
27/03/2023 Economy & Markets Market nervous on Deutsche Bank, but fundamentals of Europea... Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
17/03/2023 Economy & Markets ECB increases rates: the job on inflation is not done yet, b... Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
16/03/2023 Economy & Markets European banking sector set to withstand Credit Suisse fragi... Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.
10/11/2022 Economy & Markets US mid-term election: no red tide Understanding the outcome of the 2022 US mid-term election and its policy, economic, and financial fallout
29/07/2022 Economy & Markets Gas rationing impact on European economy The partial shutoff of gas deliveries is already affecting European growth momentum. Discover what could be the economic impact of a total cutoff and...
23/02/2022 Geopolitics Russia-Ukraine escalation adds to the case for additional pr... Understanding the economic and investment fallout of the Russia-Ukraine conflict.
11/02/2022 Equity European equity market: the great value rotation and the div... Discover drivers and opportunties in the great rotation towards value stocks in Europe and the appeal of dividend stocks for income purpose.