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Market Views Credit Financials
2025 delivered big macro headlines, yet markets stayed unusually calm, with volatility only briefly flaring around events like “Liberation Day”...
13 January 2026
Keep readingMarket Views Equity Financials
Despite continued political and macro uncertainty in 2025, the core thesis on financials has been validated in both Europe and...
10 December 2025
Keep readingOver the last few months the global economy has held up thanks to strong U.S. fiscal stimulus and widespread deficits...
24 November 2025
Keep readingMarket Views Equity Finanziari
Despite macro uncertainty, financial equities continue to deliver. European banks show resilient fundamentals and earnings upgrades, while US financials benefit...
5 September 2025
Keep readingMarket Views Credit Financials
The last six months have been eventful for markets, driven largely by developments under the Trump administration and the campaign...
9 July 2025
Keep readingThe United States is facing growing uncertainty due to rising tariffs and a projected $10 trillion in debt issuance, which...
13 May 2025
Keep reading“You wouldn’t be doing your fiduciary duty as an investor if you decided to ignore the financial sector altogether because...
18 March 2025
Keep readingMarket Views Equity Financials
2024 was an exceptional year for global financials, driven by political events like elections in India, France, and the US,...
12 December 2024
Keep readingMarket Views Equity Financials
Over the recent days, global markets have been in turmoil, with the Japanese stock market taking the hardest hit on...
6 August 2024
Keep readingMarket Views Equity Financials
How did the events of 2023 impact global financials? What do interest rate expectations mean for banks? And how are...
18 April 2024
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