The decade-long IPO heavyweight bout: US vs Europe
Unloved at home: the UK’s share of UK portfolios is now smaller than Europe
In Europe, Large Value has dominated since COVID. Is Small Growth next?
Treasury yields are above 5% but 7% may be the real test for US equity valuations
The diversifier that stopped diversifying: Stock-Bond correlation hits a 25Y high
High Yield shrugs off rising rates and private credit stress
No margin for error: US equities yield little more than Treasuries
Mind the spread: French bonds now trade wider than the PIIGS