India’s economic outlook remains attractive, and the recent market pullback creates an entry opportunity for investors
2026 may be a good year for risky assets
They have a balanced risk/return profile and look attractive compared to U.S. Treasuries
Despite some clouds gathering, we remain optimistic about Spain’s economic prospects. Investment in machinery and equipment has been especially encouraging in Q1 2025.
Despite recent signs of de-escalation, trade uncertainty and expected higher prices appear set to take a toll on the U.S. economy.
Uncertainty and higher prices expected to take a toll on the economy.
In addition to the severity of the recession, inflation will be an important factor during this phase.
Short-term high correlation with the Nasdaq should not be over-interpreted
