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6 Mai 2025

Anthony Willis

Senior Economist

Market Perspectives: What do the first 100 days of Trump mean for the next 1,361?

The 30th April marked 100 days since President Trump took office, which is often a time to reflect on the achievements or otherwise of an incoming president.
2 Mai 2025

Francis Ellison

Client Portfolio Manager

Frederic Jeanmaire

Portfolio Manager

Warum die Zeit reif ist für Europa

Die Weltwirtschaft befindet sich im Umbruch. In dieser Situation sind die Argumente für eine Anlage in europäische Aktien so überzeugend wie seit Jahren nicht mehr.
1 Mai 2025

Francis Ellison

Client Portfolio Manager

Frederic Jeanmaire

Portfolio Manager

Why the time is ripe for Europe

With the global economy shifting, the case for European equities is stronger than it has been in years. We look at the opportunity, why stock selection will be key to success, and why quality will win out.