28/04/2025 Trade war is clouding global growth Trade war is clouding global growth. The recent IMF downgrade highlights how policy ambiguity could hurt global trade and economic activity.
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
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.
3/01/2025 Retirement The Patchwork of Eurozone Pension Systems and Budget Constra... Tightening budget constraints, high debt levels, and ageing populations are exacerbating the need to build supplementary and funded pension plans.
18/12/2024 Economy & Markets Macroeconomics, Geopolitics, and Strategy - December 2024 The article reviews the ECB's rate cuts as inflation drops to 2.2%, forecasting a terminal rate of 1.75% by 2025.
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...