Can the Defence sector be the new offensive line in your investment strategy?
It's hard to find a sector that shows more the evolving nature of geopolitical risk in Europe and the corresponding integration of emerging technologies.
Are markets operating with blinders on?
Stocks continue to rally despite rising geopolitical risks.
Will the Fed cut at all this year?
Rise in US inflation and tariff threats delay Fed moves
What’s Trump’s next move?
Increased market uncertainty over Trump’s opening shots.
US tariffs: A not so-Mexican stand off
If you were to walk on Reforma avenue, one of Mexico City’s busiest streets in what some consider to be Mexico’s financial district, you’d think it’s business as usual.
January Review: a not-so-boring start to 2025
At this early stage, the fourth-quarter earnings season for the S&P 500 is showing strong performance.
Will Trump’s threats upset markets?
A strong January for markets as the US economy continues to produce growth.
Fixed Income Briefing January 2025
Economic and US Treasury Market Review.
GLP-1s: How much should they weigh in your portfolio?
January, with its promises of a new starts and a clean slate, means that millions of people yet again promise themselves that “this is the year I’ll lose the weight and get in shape.”
Trump’s moves hit markets
Tariff threats and tax cut proposals worry traders.
EXANTE Quarterly Macro Insights Q1 2025
We look at what has happened in the world of global economics and finance over Q4 2024 and what risks and events may affect markets in Q1 2025.
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