08 August 2023 | 1 min. readingtime
July has been quite good for financial markets. European and US equities rose more than 2% last month, driven in part by stocks that are expected to benefit from the AI buzz and in part by better-than-expected macroeconomic data. Emerging market equities outperformed (5%) developed market equities (2%), albeit in part catching up on weak returns in previous months. Read the full update by clicking the button below.
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08 April 2025 | 2 min. readingtime
In March, stock markets worldwide yielded sharply, with U.S. equities again the biggest laggard. Meanwhile, interest rates on European government bonds rose.
10 March 2025 | 1 min. readingtime
European stocks are catching up with U.S. stocks and are already at a 10% return in this early year versus just 1.8% for U.S. stocks.
30 October 2024 | 1 min. readingtime
It is still 'too close to call' in terms of the outcome, but what both American presidential candidates currently advocate in the economic field has already become clearer. What could this mean for investments?
