The European economy cannot match the performance of the US (not yet at least). But Europe does have world-beating stocks.
Main Content
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.
The world is growing older
Countries and businesses need to adapt to shifting demographics
The bull case is largely based on hope
We have been cautious on this market…and overly pessimistic up to this point.
Private credit: canary in the coal mine?
Over the past two decades, a growing share of corporate ownership and financing has moved outside public markets, beyond the daily visibility of exchange prices and regulatory scrutiny
From efficiency to resilience: the repricing of real assets
Markets are adjusting to more than a cycle. A shift in how economies are organised is changing where capital flows—and which assets matter most.
Geopolitical risk can’t be forecast but investors can control their instincts
Rather than focusing on daily headlines and social media posts, investors need to view geopolitical shifts in a broader context.
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