no alt given
no alt given
no alt given
4 July 2025

Why euro-based investors shouldn’t fear a weaker dollar

Global businesses offer natural hedges against currency swings. As euro-based investors, it’s natural to worry about exchange rates, especially when investing in dollar-denominated assets. A key concern we often hear is: What happens if the US dollar weakens? Will this erode returns from US equities?

25 June 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 June 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.

Show me content for