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Tag: European Equities

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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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Market Monitor – 22 July 2022

Global stock markets have clawed back some of their recent...

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Buy Now While Spreads Last

The incredible repricing across fixed income this year has left...

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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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