Why Europe is Poised for a Resurgence
After a prolonged period of “U.S. exceptionalism”, European equity markets started the year with robust outperformance relative to the U.S. As of April 4, 2025, the STOXX 600 Index is down 2.2% year-to-date led by Germany’s DAX Index, which is up 3.7%. The S&P 500...
Putting the “if” in Tariff
The proposed tariffs by U.S. President Donald Trump during his second term have introduced significant uncertainty into global markets, reshaping investor strategies and recalibrating risk assessments. Unlike his first term, where tariffs were implemented amidst...
DeepSeek Sell-Off – What does it mean for your investment strategy?
Who is leading the AI race and what does DeepSeek mean for the investment landscape? Chief Investment Officer, Laura Lau, discusses which companies are positioned for success following January’s selloff – including some surprising names outside of Big Tech. Learn more...