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