

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

Breaking free from the AI Overconcentration: SmallCap to the rescue
Less Chips, More Balance: The SmallCap Advantage

The Great British equity exodus: A 60-Year perspective
The vanishing UK Stock Market: A steeper decline than the US