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13 giugno 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 maggio 2025

L'Europa significa business

Quest'anno l'Eurozona ha mostrato chiari segni di resilienza, con il PIL in crescita dello 0,4% nel primo trimestre, trainato dalla solidità dei mercati del lavoro e dal calo dell'inflazione, attualmente al 2,2%. Ma le prospettive di crescita hanno subito un duro colpo dopo che gli Stati Uniti hanno annunciato dazi del 20% sui beni dell'UE, intaccando le esportazioni e la fiducia delle imprese.

11 aprile 2025

Don’t underestimate Listed Real Estate

After an inflation crisis in 2022 that saw borrowing costs surge, we are once again witnessing tumultuous times. In contrast to the previous stock market correction, European real estate equities have outperformed European general equities. Rents are indeed not directly impacted by tariffs, but are there other reasons why listed property should hold up well from a fundamental point of view? Here are the nine main reasons why we believe so.

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