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European Union: A Recovery in the Making


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The recently agreed €1.8 trillion EU spending package, if successfully implemented, should enhance the flow of investment toward the euro area, where more positive sentiment has already given the currency a boost. For longer-term investors, much will depend on the specifics of implementation as well as structural reforms, which include addressing flaws in the eurozone’s design.

July 27, 2020 By Esther M Baroudy , Viki Farmaki , Peter Torok

US Election


This is Part II of a mini-series that looks at the US Presidential Elections. Part III will consider how investors can position their equity portfolio via sector choices in light of upcoming policy shifts.

July 13, 2020 By Elliot Hentov , Simona Mocuta

This is Part I of a mini-series that looks at the US Presidential Elections. Part II will consider the policy trends of a second Trump administration or the alternative Biden administration and its relevance for markets.

June 24, 2020 By Elliot Hentov

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