

Rarely has the VIX been above 50

The last major trade war waged by the US did not end well

Defense and Ukraine peace hopes drive European Returns YTD

The World reached ‘peak Democracy’ in 2004 – now going backwards

Trade policy uncertainty at an all-time high – US investors are turning bearish
Investor confidence shaken as trade policy uncertainty hits 65-year high

Big drop expected in US Q1 GDP – US equity markets look fragile
The US economy stumbles – is your Portfolio diversified enough?

US IPO investors are becoming more picky
The quality of US IPOs is gradually improving

Earnings leadership reboot: SmallCap and Europe now in focus
Following the earnings map: Small and Europe on the rise

Magnificent in January? Not this year
Once January's Champions, now playing catch-up: Magnificent 7 in 2025