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July 4, 2024
Digitalisation, electrification and urbanisation: these are the trends driven by strong innovation that are helping companies achieve good earnings stability,...
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European Banks – Attractive despite challenging political backdropRecent events have reminded the market that 2024 is the ‘year of elections’...
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France – Hung parliament most likelyLe Pen’s far-right RN won the first round of French elections with 33.2% of the...
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June 27, 2024
Inflation – although far from the peaks reached in 2022 – remains quite high in both the US and (to...
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French Elections – First Round PreviewThe first round of French lower house elections happens this Sunday 30th, whereby parties compete...
Keep readingJune 17, 2024
Europe – Political risk back on the radarPresident Macron’s decision to call early legislative elections (30 Jun and 7 Jul)...
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European elections – Turning rightEuropean Parliament elections surprised consensus with a more pronounced right-wing shift than expected. The new Parliament...
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ECB Preview – Hawkish cutThe ECB will be the third G10 central bank to lower rates on Thursday, by 25bp...
Keep readingMay 27, 2024
US – No cuts in sightUS PMIs surprised strongly to the upside, with the composite reading at 54.4 versus expectations...
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May 23, 2024
In their latest Clean Alpha | Seeds of change: from the plough to the cloud report, the global equity team...
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European Banks – Profits beat expectations, driving earnings and valuation higherLast week brought the curtain down on another constructive set...
Keep readingMay 20, 2024
US Inflation – Moderate reliefUS inflation data for April provided some relief. US core inflation printed at 0.3% m/m, 3.6%...
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