How investors could take advantage of the already big and exponentially growing AI market
2026 may be a good year for risky assets
We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.
Cautiously optimistic: Our forecasts for the next 12 months
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.
