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Middle East tensions trigger global market sell-off After a relatively strong start to the year, during which Asian markets and Europe outperformed a broadly flat US market,...
25 March 2026
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A positive start to 2026 Global equities began 2026 on an upbeat note, with the MSCI World Index rising 2.3%...
25 February 2026
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Download On Friday, February 6, 2026, Stellantis announced a deep strategic “reset” of the group. Management acknowledged that the transition...
9 February 2026
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Annual review – A strong 2025 for global equities Global equities navigated periodic volatility in 2025 but finished strongly, with...
28 January 2026
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Download Real Estate and the Trump Playbook: Why property could be the next political trade While much of the political...
22 January 2026
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Despite continued political and macro uncertainty in 2025, the core thesis on financials has been validated in both Europe and...
10 December 2025
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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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Despite macro uncertainty, financial equities continue to deliver. European banks show resilient fundamentals and earnings upgrades, while US financials benefit...
5 September 2025
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