Strong earnings, stable valuations, and broadening growth support a favorable equity outlook.
Main Content
AI in Europe – implications for productivity
With US hyperscalers driving the AI boom, Europe has so far been broadly absent from the excitement surrounding this technology
An atomic future?
Only a small number of energy sources can deliver electricity that is both low-carbon and reliably available around-the-clock.
Electrifying Europe: the infrastructure opportunity behind the EU action plan
Europe’s energy transition is often presented as a generation story: build more wind and solar, then replace imported fossil fuels. But it is also an energy-security strategy.
Can Warsh shrink the Fed’s balance sheet?
Before the 2008 Financial Crisis, the Fed operated under a “scarce reserve” model to manage monetary policy
European exceptionalism: How not all world-beaters are American
The European economy cannot match the performance of the US (not yet at least). But Europe does have world-beating stocks.
Burnham, bonds and Britain’s fiscal test
The UK’s new Prime Minister has wasted little time in signalling that his government intends to take a different approach.
Why everyone deserves a fair crack of the whip when it comes to planning for retirement
It’s almost six months since a long overdue change to the taxation of large pension pots kicked in.
Business succession planning: Turning a lifetime’s work into a tax-efficient exit
Good succession planning gives business owners choices before circumstances narrow them
Stock market outlook
Why have stock markets shown such strength?
What the EU Industrial Accelerator Act could mean for infrastructure
A new theme is gradually moving to the centre of Europe’s industrial debate.
Manufacturing revival complicates inflation fight
Markets may be underestimating longer-term inflation risks.
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