House View Q1 2025: Fresh thinking

We focus on Donald Trump’s return to the White House as a game-changer for the US economy and markets. Fresh thinking and broader diversification are advisable as economies diverge in growth, inflation and interest rates.

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Top Insights

House View Q2 2025: Vibe shift

A shift is underway in markets. Global investors are eyeing opportunities in Europe amid improved prospects for the region and growing uncertainty in the US. As the world turns on its head, our latest House View points a way through the complexity.

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Embracing Disruption

Update on India valuations: an attractive entry point?

In our previous note, we outlined the reasons why we believe India warrants a premium valuation among global equity markets. Since then, India’s relative valuations have fallen to an all-time low. Given this sharp pullback, we want to articulate why we see a potentially compelling entry point for investors.

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door Anand Gupta | 18/03/2025

Navigating Rates

Making European markets great again?

We think the recent reversal in fortunes for European and US markets underlines the importance of a diversified and agile investment approach.

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door Gregor Hirt , Andreas de Maria Campos | 13/03/2025