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  • The manufacturing sector is running out of steam in the euro area

    The manufacturing sector is running out of steam in the euro area

    World growth stepped up a pace in 2017 as a result of a policy mix that was heavily on the +
  • Greece, a long and very expensive adjustment

    Greece, a long and very expensive adjustment

    This simple graph from the Wall Street Journal is just a measure of the constraints that have been imposed to +
  • Disruption in European consumer finance: Lessons from Sweden

    Disruption in European consumer finance: Lessons from Sweden

    Consumer finance is a standout performer in the European financial services sector. Average annual shareholder returns for listed institutions between +
  • Russia now - should investors be bold and or sit on the sidelines?

    Russia now - should investors be bold and or sit on the sidelines?

    People are drawing parallels with the Crimean annexation and sanctions put in place then - which heavily impacted the Russian market. +
  • China / US - towards a new paradigm in the relations between the two superpowers?

    China / US - towards a new paradigm in the relations between the two superpowers?

    Over the past few weeks, much has been written about the various protectionist measures announced by Donald Trump. Further to +
  • Fall in inflation points to prudent BoE policy

    Fall in inflation points to prudent BoE policy

    The slowing down in February inflation is certainly a relief for domestic consumer purses, while signaling a Bank of England +
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