President Trump’s announcements of tariffs on ‘Liberation day’ has initiated a sort of a trade war. China has responded with its own tariffs on US goods.

Optimism around fiscal spending plans in Germany and in Europe has boosted the region’s stocks.

European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.

Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

The ECB cut its benchmark interest rates in the context of falling inflation and weak economic growth.

Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.

Mega-cap companies in the US have had a strong performance this year, further increasing market concentration.

As expected, the ECB reduced its policy rates for the first time in the last five years.

A latest survey reading of US consumers rose in May, after declining for three months in a row.

Leverage a diversified strategy focusing on European equities and bond yields for potential growth. Navigate economic uncertainty and interest rate dynamics...

Euro area business climate indicators are gradually picking up, providing a positive backdrop for European markets.

With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.

Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.

European and Japanese stock markets are expected to outperform due to undervalued stocks and strong domestic demand. Tensions in the Middle East will...

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...