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  • News (1606)
1606
News
German reforms and European equities: positioning for domestic cyclicals and supply chains
German reforms are reshaping capital allocation, earnings momentum and relative valuation across Europe, favouring domestic cyclicals, small and mid caps, banks and industrial suppliers over global exporters.
News
German reforms and European equities: positioning for domestic cyclicals and supply chains
German reforms are reshaping capital allocation, earnings momentum and relative valuation across Europe, favouring domestic cyclicals, small and mid caps, banks and industrial suppliers over global exporters.
News
German reforms and European equities: positioning for domestic cyclicals and supply chains
German reforms are reshaping capital allocation, earnings momentum and relative valuation across Europe, favouring domestic cyclicals, small and mid caps, banks and industrial suppliers over global exporters.
News
Geopolitics in an election-heavy year
Amid a geopolitical realignment of global and regional economic powers, the current year would see national elections in many large countries.
News
Une année 2024 rythmée par de nombreuses élections
Dans un contexte de réalignement géopolitique des puissances économiques mondiales et régionales, l'année en cours sera marquée par des élections nationales dans de nombreux grands pays.
News
Fed on hold as policy guidance fades and markets price a shifting short-rate path, lifting risk
Maintain focus on the Fed as policy guidance narrows, short-rate uncertainty rises and yield-curve volatility increases, while investors reassess inflation risks, FOMC divisions and the path to easing.
News
Fed on hold as policy guidance fades and markets price a shifting short-rate path, lifting risk
Maintain focus on the Fed as policy guidance narrows, short-rate uncertainty rises and yield-curve volatility increases, while investors reassess inflation risks, FOMC divisions and the path to easing.
News
Fed on hold as policy guidance fades and markets price a shifting short-rate path, lifting risk
Maintain focus on the Fed as policy guidance narrows, short-rate uncertainty rises and yield-curve volatility increases, while investors reassess inflation risks, FOMC divisions and the path to easing.
News
Strong US earnings growth broadens beyond tech as AI demand lifts sectors and quality guidance
Q2 reporting confirms US earnings growth is broadening across sectors, with AI-linked demand supporting more than technology. Investors still reward quality guidance and selective beats, favoring allocation.
News
Strong US earnings growth broadens beyond tech as AI demand lifts sectors and quality guidance
Q2 reporting confirms US earnings growth is broadening across sectors, with AI-linked demand supporting more than technology. Investors still reward quality guidance and selective beats, favoring allocation.
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