13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
27/05/2024 Equity rally shifts to Emerging Markets The equity rally has moved to China and Emerging Markets, which have outperformed since Mid April.
21/05/2024 US consumer price pressures are subsiding US inflation is subsiding and this could be positive for bonds
13/05/2024 Diversified approach in focus Leverage a diversified strategy focusing on European equities and bond yields for potential growth. Navigate economic uncertainty and interest rate dynamics...
6/05/2024 Emerging markets are gaining interest The latest market movements are indicating a broadening of the rally beyond developed markets.
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.
22/04/2024 Global growth forecast revised higher, again With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.