Tag: European Equities
Many Megatrends Depend on Semiconductors. What’s Happening in the Space?
Governments are competing with each other to ensure stable future...
ViewPendal Agree Acquisition Proposal from Perpetual
An important announcement to clients from J O Hambro’s CEO (UK,...
ViewEnergy Bills Rise in Europe But Fall in the US
Key Takeaways This week we’re going to discuss the extraordinary...
ViewEU Fragmentation Risks Loom Large as Central Banks Tighten Amid Patchy Economic Data
Even if our big data based business cycle model Wave...
ViewResponsible Investment Quarterly Q1 2022
Welcome to the newly designed Responsible Investment Quarterly. Over a...
ViewMarket Monitor – 10 June 2022
Concerns about rising interest rates – and their likely impact...
ViewThe Burden of Inflation Isn’t the Same in the US and Europe
Source: Carmignac, May 2022 In the US, household wealth and excess...
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