Tag: Europe Market

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UK Budget – Taxes Fall, Headroom Shrinks

Broadly in line with media reports, the Chancellor cut employee...

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Azhar’s Crunching Credit – February Spreads Tighten But Eyes Still on Inflation Data

February was a month where we saw spreads tighten to...

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Quarterly Insurance Update Q1 2024

Welcome to our Q1 2024 investment update designed for insurers....

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The Fed and the Bank of England: Time to pause

Last week’s European Central Bank meeting continued the theme of...

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Market Monitor – 22 September 2023

Fears that interest rates will remain at higher levels for...

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Why Investors in Europe Can No Longer Afford to Ignore Private Equity

Investors in European equities are missing out if they just...

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What’s Hot – Italian Banking Stocks (Overly) Hit by the New “Windfall Tax”

What’s Hot – Extra-taxation on the “windfall profit” of the...

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Monthly Market Roundup cov. March 2023

Key takeaways Banking sector woes hit investor sentiment initially, though...

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Quick Thoughts: Europe: On the Brink of a Global Re-Positioning

Russian President Putin’s invasion of Ukraine has resulted in an...

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Look to Europe for Value

Markets are going through a period of regime change, with...

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