Tag: European Equities

JP’s Journal: Three Lions
England’s football transfer window closed last week. What it highlighted...
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JP’s Journal: A Tale of Two Quotes
“The past is a foreign country; they do things differently...
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Many Megatrends Depend on Semiconductors. What’s Happening in the Space?
Governments are competing with each other to ensure stable future...
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Pendal Agree Acquisition Proposal from Perpetual
An important announcement to clients from J O Hambro’s CEO (UK,...
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Energy Bills Rise in Europe But Fall in the US
Key Takeaways This week we’re going to discuss the extraordinary...
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EU Fragmentation Risks Loom Large as Central Banks Tighten Amid Patchy Economic Data
Even if our big data based business cycle model Wave...
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Responsible Investment Quarterly Q1 2022
Welcome to the newly designed Responsible Investment Quarterly. Over a...
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Market Monitor – 10 June 2022
Concerns about rising interest rates – and their likely impact...
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