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April 2, 2025 (Liberation Day) marked the major turning point for markets: once the rules of the game became clearer,...
3 December 2025
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Equities Pause despite solid earnings Global equities were overall muted over the past month, with a year-to-date backdrop remaining strong....
26 November 2025
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Equities – Showing remarkable resilience Global equities remained resilient over the last few weeks, despite the ongoing U.S. government shutdown...
22 October 2025
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Equities heat up over the summer Global equity investors enjoyed a strong summer, with markets moving materially higher since our...
24 September 2025
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A single query on ChatGPT can consume up to 10 times the energy of a traditional search, highlighting the urgent...
24 July 2025
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Currency Swings – The driver of Divergent S&P 500 returns As of July 18, 2025, the S&P 500 recorded a...
23 July 2025
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The global macroeconomic backdrop today appears complex but not without some positive signals. On one hand, there are still signs...
2 July 2025
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FX Impact and Regional Divergences Shape YTD Equity Performance As of June 20, 2025, the S&P 500 posted a +2%...
25 June 2025
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Download The rapid growth of computing demand, driven especially by AI workloads, is making data centers one of the fastest-growing...
19 June 2025
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A Historic Turnaround – A Deep Dive into the April–May 2025 Recovery April and May 2025 delivered one of the...
28 May 2025
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Bearish Lows, Bullish Highs: A week of extremes The first week of April was characterised by markets on a rollercoaster....
23 April 2025
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Europe’s Wake-Up Call: Lessons from America’s growth engine The gap between US and EU GDP has widened significantly over the past two...
26 March 2025
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