Written as at 6th March 2025 European equites have taken centre stage in 2025, defying expectations and outpacing their US counterparts.  The Europe Stoxx 600 has risen by around 9% year-to-date, while Germany’s DAX has surged by almost 16%, with both indices hitting new record...

  Volatility on global equity markets continued last week amidst various announcements from the Trump administration, big tech earnings and a mixed bag of economic data. Last week was a busy one in the US political sphere. A budget resolution which could lead to significant...

  German stocks started the week with a boost as investors welcomed the conservatives’ victory in the national elections. The hope now is that the conservatives will be able to form a coalition quickly.  Protracted talks will delay long-awaited and necessary measures such as budget...

When President Trump took office on January 20th, it was clear that tackling the US trade deficit would be a high priority. This is not only due to his frequent discourse on the subject, but also because the Republicans currently hold the slimmest majority in...

Stocks on both sides of the Atlantic finished higher last week. Stateside, the S&P 500 Index and Nasdaq Composite both closed the week within 1% of all-time highs, showing the most momentum on Thursday after Trump shunned global tariffs in favour of a more targeted,...