Market Views Equity Financials
Ahead of the Curve | Friday, 3rd September
Bank equities and Bunds finally diverging.Investing in European bank stocks has often felt like just another way to bet on...
3 September 2021
Keep readingThe central macro message from the 2026 World Economic Forum in Davos is that the US may be moving away from the post-war order, forcing other nations to reinvest in defence and economic resilience. Global growth remains strong, supported by large fiscal deficits, but that also keeps the door open to a resurgence of inflation. […]
