Context We live in extraordinary times. President Trump’s sweeping trade tariffs, announced on 2 April, have dealt a major shock to the global economy, challenging the international trade system as we know it. While followed by a stunning...

Anthony Bailly, Head of European Equity Rothschild & Co Asset Management. Over the course of the quarter, the indecisiveness of the new Trump administration weighed on the confidence of both US consumers and businesses. The latest dec...

Joris Franssen and Marius Bakker - dividend and value strategy at Van Lanschot Kempen The gap in valuation between the US and the rest of the world has been discussed at great length, and explanations as to why such a gap exists are plentiful...

Robeco announces the expansion of its active 3D ETF family with the introduction of the 3D Emerging Markets UCITS ETF. This ETF combines the strengths of Robeco’s quantitative approach with long history and in-house expertise in the dynamic and de...

By Frédéric Stolar, Managing Partner d’Altaroc. Private equity has historically outperformed the stock market over the past several decades.Studies by Bain & Company and Preqin, among others, underline this time and again. According t...

ECB: Facing a downhill obstacle run The main surprise following the ECB’s widely expected rate cut was the relatively dovish guidance given. The direction of travel for policy rates is still down but with some obstacles along the track. The ECB...