14/04/2025 Diversification in times of uncertain markets Uncertainty on US trade policy and its potential impact on economic activity will keep market volatility high
29/04/2024 Euro area: Worst over, slow recovery ahead Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.
26/02/2024 Investors patience rewarded European equity markets fully recovered the losses of 2022 and are back at new highs. Economic activity data shows signs of improvement in an overall...
4/12/2023 A November to remember November has been an exceptional month with global 50% bonds and 50% equity allocation posting the second highest monthly performance in 30 years, just...
27/11/2023 Recent economic data confirms our outlook Last week business surveys in the Eurozone and macroeconomic data in the US (durable good orders) confirm our soft global economic outlook for 2023. In...