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21 Mai 2026

Asset Allocation update - Q2 2026

2026 has thus far seen geopolitical events, from Venezuela and Iran to Greenland, attracting attention. Headlines about tariffs and questions over the independence of the US Federal Reserve have continued. Still, financial markets remain resilient.
21 Mai 2026

Alex Landau

Client Portfolio Manager, European equities

Europas Chance für Qualitätswachstum

Europa erlebt eine Transformation, in deren Zuge neue Cluster hochwertiger Unternehmen entstehen.
20 Mai 2026

Paul Doyle

Head of Large Cap European Equities

Europe wary of continuing conflict

Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.