Tag: European Economy

Time to Extract Europe’s Elevated Bond Spreads

The wider global investor community rightly treated Europe with caution...

Hawks Don’t Hibernate

Key points:   The Fed spoke even more clearly, but...

Outlook 2023: European Banks Deserve Some Credit

Luca Evangelisti says that European banks are much better prepared...

Natixis IM Solutions – Pulse October – The UK Is In A Tight Spot

Quarterly Insurance Update Q3 2022

Since our last update, the macroeconomic environment has largely been...

Answering Three Key Questions for the Rest of 2022

Rate hikes, a negative European winter, and an end to...

A ‘Responsible Transition’ Approach to Investing

We know the goal, the challenge is to manage urgent...

WisdomTree Quarterly Thematic Review: Thematic ETFs Holding Ground in the Face of Macro Adversity

After the start of the global value rotation towards the...

UK Multi-Cap strategy – July 2022

Many companies are dealing well with global externalities and are...

Navigating the Shortening Odds of a Recession: Bear Markets Don’t Last as Long as Bull Markets

Since we last discussed the odds of a recession here, the...