07 June 2024 An autonomous EU would create a new framework for investors Caution is required when selecting stocks of European listed companies as the...
21 May 2024 Europe’s rude awakening: Geopolitics is back With the power struggle between China and the U.S., geopolitics has returned to...
07 May 2024 ‘Europe is very attractive for dividend investors’ With a sophisticated dividend strategy, the Goldman Sachs Eurozone Equity Income...
30 April 2024 Asset managers struggle with defence investments For years, it was taboo for funds to put money into arms manufacturers. Now...
30 April 2024 Baillie Gifford: cautious investors undervalue growth stocks Equity investors cling excessively to certainties and undervalue innovations...
11 April 2024 ‘Keep going, there’s nothing to see here’ The European Central Bank (ECB) is charting a course of strategic patience...
09 April 2024 Alternatives continue dynamic growth Sofia Harrschar, head of alternative investments & structuring at Universal...
28 March 2024 Investors warm up to defence as geopolitical risks rise Sentiment around defence stocks appears to be on the upswing. Numerous investors...
21 March 2024 ‘A company’s ESG score says nothing about its returns’ Better ESG scores of listed companies do not necessarily lead to higher equity...
18 March 2024 China grapples with Western problems Comparatively minimal macroeconomic news of substance emerges from China...
