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25 juni 2025

Mid-year equity outlook

While stressful, equity volatility and intra‑year pullbacks are surprisingly common. Since 1980, the S&P 500 has averaged an intra‑year decline of around 14 %, with individual drawdowns reaching up to 40 %. This helps put the recent market disturbance into perspective.

13 juni 2025

Europe’s defence offensive

Shielded by NATO’s safety assurances and the US’s defence umbrella, Europe has long been lulled into a false sense of security. However, Russia’s encroachment on Europe’s borders and a polarising presidency across the Atlantic have finally forced the Old Continent to wake up from its decade-long slumber. It is a rude awakening, one that calls for strategic investment, bold action, and serious commitment.

5 mei 2025

Europe means business

The eurozone has shown clear signs of resilience this year, with GDP up 0.4% in Q1, driven by strong job markets and falling inflation, currently at 2.2%. But growth prospects took a hit after the US announced a 20% levy on EU goods, denting exports and business confidence.

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