After the bank failures of 2023, the sector is making a comeback thanks in part to a stable rate environment and optimism around capital markets activity.
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European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
Can the European luxury goods market meet the needs of aspirational consumers in 2025?
Can small caps outshine their larger counterparts in an environment of favourable fiscal and monetary policies, and shifting allocations?
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
DeepSeek's open-source AI model has shaken the market – what does it mean for European companies involved in the race for AI dominance?
Stalled progress on inflation and policy uncertainty leaves the Fed little room but to hit the pause button.
The mass of capital flowing into US AI infrastructure signals a durable shift towards more capital-intensive operations, with ramifications across markets – including Europe.
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.