Key points.
Figures published by American companies show solid profit growth and profitability. However, given the high valuations, investors are becoming more selective about...
Key points.
The stronger-than-expected economic momentum in 2025 leads us to anticipate global and US growth close to its potential in 2026, and broadly...
Key points.
The changing correlations between asset classes are altering the role of sovereign bonds in multi-asset portfolios, and they are no longer as...
Key points.
The American intervention in Venezuela signals a geopolitical shift towards regional spheres of influence.
Given the modest size of the Venezuelan economy,...
Key points.
The surge in gold prices is driven by strong demand from private investors and central banks, demonstrating a fundamental shift among emerging...