House View Q2 2025: Vibe shift

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.

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.

Transforming Infrastructure

From AI to Gen Z – how infrastructure is shaping our future

“But apart from the sanitation, the medicine, education, public order, (…), roads, a freshwater system, and public health, what have the Romans ever done for us?” Do you remember this line from the famous movie “Life of Brian”? These are all examples of critical infrastructure.