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Key points:Following a period of underperformance, small cap stocks look primed for a potential reboundValuations are looking very attractive versus large cap c...

Key points:2024 will be an extraordinary year politically, with more than 60 countries going to the polls – this will likely affect the course of sustainable...

Powell’s Q&A and the payrolls put paid to expectations of quick cuts by the Fed  Euro area January inflation – with concerning developments in ser...

Economies grow over time and investors get paid for taking market risk. Equities and credit have rewarded investors over recent years – even with the adjustme...

Key points:Large-cap, innovative technology companies balance potential growth and volatilityImproving macro trends look positive for technology companiesAccele...

Key pointsWe expect a technical correction in the first quarter, which we believe is a good entry point to put risk back into portfoliosIndeed, we are optimisti...

Key pointsTechnology stocks and the Nasdaq index’s superior 2023 return compared to broader equity indices reflects the exponential growth rate of the tech se...

In the US, strong growth combined with further disinflation has raised the credibility of a very rare occurrence: a painless landing. In the Euro area, Christin...