3/04/2025 Economy & Markets Liberation Day tariffs: an initial assessment In this Investment Talks we explore the main take-aways for investors from the April 2nd tariff announcement by Trump.
4/03/2025 Cross Asset Research Cross Asset Investment Strategy - March 2025 Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.
3/03/2025 Bond markets in focus amid growth concerns With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.
24/02/2025 The European appeal Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.
17/02/2025 US inflation surprises on the upside The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...
10/02/2025 Tariffs take centre stage Trump’s tariff announcements have taken centre stage, with markets focusing on their impact on growth and inflation.
6/02/2025 Cross Asset Research Cross Asset Investment Strategy - February 2025 Find the latest edition of our monthly publication. The focus is on US and the impact of Trump administration's policies across the markets.