In 2020, Nordic equity markets (Norway, Sweden, Finland, Denmark) put in a stronger performance than those elsewhere in Europe. The …
Category: Analysis
What impact will falling oil prices have on European banks ?
Oil prices are currently under pressure from a major supply shock and if it continues, the medium-term implications on the …
Growth versus Value: All that glitters is not gold
All that glitters is not gold.
This aphorism captures the essence of the value investment philosophy. Stemming from the wisdom …
Market outlook S2 2019
Ever lower rates for the foreseeable future?
In contrast with wath we were expecting at the start of 2019, US …
Europe | Economic outlook S2 2019
Stabilisation in Europe
Eurozone growth has slown sharply over the past 12 months, but PMI survey returns are now in …
United-States | Economic outlook S2 2019
No sign from typical leading recession indicators in the US
We have identified four indicators that typically deteriorate 12 to …
