US-China Trade War: The Art of Failure
In just three months, President Trump buried the post-1945 geopolitical order, upended the global trade...
Perspectives
European Real Estate: Shelter Amid ‘Tariff-Fying’ Times?
U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a potential oasis of calm for investors. Revisions to German spending plans should help to deliver...
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Eastern Building Blocs: Seeking Opportunities in Bond Markets
As portfolio manager for the Carmignac Global Bond strategy, Abdelak Adjriou, continually seeks to find opportunities in areas of the bond market that can generate...
View From The Top: Don’t Panic (Too Much)
View from the very top: There is a path out of current uncertainty. 2025 to-date has had no shortage of surprises, but we may currently...
Graph of the Week – ‘IT Factor’ Stands Out in US GDP Data
One indicator of demand in the US economy stood out in the latest GDP data: business investment. It added 1.3% to GDP – marking the...
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US-China Trade War: The Art of Failure
In just three months, President Trump buried the post-1945 geopolitical order, upended the global trade...
Healthcare Innovation is Revitalising the Sector
Despite healthy prospects and long-term drivers, healthcare stocks have been under the weather in recent...
Season 7, Post 16: On Robots, Races and Research
Your author has participated in many half marathons (and has a sub-1h30 PB) but has...
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Encouraging Businesses to Invest in Climate Action Through Deposits
Discover how Nordea’s “Deposit with Climate Focus” product allows businesses...
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A few short weeks ago, expectations around the European Central...
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‘Mar-a-Lago Accord’ Explained: A New Era for the Dollar?
There has been much focus on whether Trump could force the US trading partners into a so-called...
Weathering Storms of Volatility
Amid mounting fiscal, monetary, and trade policy uncertainties, U.S. equity market volatility has surged over the first...
Germany’s Emissions Fall But More is Needed
Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid...
Quantitative Strategies: Distilling the Best of Active and Passive
Quantitative strategies represent the best of active and passive approaches. They’re able to generate additional alpha but...