July is traditionally a friendly month for risky assets. But with French and UK elections entering the center-stage, not to mention the...

France is home for some of Europe's gems whether in luxury, industrials, energy or consumer/household goods. And the likes of L'Oreal,...

Politics are back in the forefront in Europe, but we should not forget that the US is having its own presidential elections in early...

The ECB delivered its first rate cut, as widely expected, to bring the deposit rate to 3.75%. This follows the similar Swiss National...

With the Q1 corporate results out of the way and the hangover from the AI party kicking in, the focus is now back on the macro-economic...

We are entering the first month of the summer, with equity markets at or around their record highs. At the beginning of this month we...