Coffee Break

Coffee Break - Here comes the ECB

The ECB and Bank of Canada will both announce monetary policy decisions. The tone of President Lagarde’s press conference will be closely monitored for signals on how gradual or front-loaded the path of cuts may be reinforcing a synchronized easing among developed markets - except the Fed.
Ken Van Weyenberg, Equities

Reshoring: A Catalyst for Smart Manufacturing

Global manufacturers are navigating a highly challenging environment marked by tariffs, trade conflicts and new alliances, supply chain disruptions, and rising geopolitical tensions.
Equities, Healthcare, Servaas Michielssens, Linden Thomson

Biotech : 25 years of innovation in the service of healthcare

Over the past twenty-five years, the medical biotechnology sector has profoundly transformed the therapeutic landscape. From the fight against cancer to the development of Covid-19 vaccines in record time, advances in biopharma have changed the outcome for millions of patients worldwide.
Coffee Break

Coffee Break - Deal, baby, Deal

Markets will digest the results of the first meeting in three years between Ukraine and Russia, who met in Istanbul.
Asset Allocation, Monthly Coffee Break

De-escalation following Escalation

The global economic cycle is not ending yet – it is reshaping. Following a volatile first quarter and trade escalation at the start of April, May 2025 shows de-escalation amid numerous trade tariff headlines.
Alternative Investments, Monthly Coffee Break

It is a Vix world!

Liberation Day was a shock for investors, causing a tremendous impact on financial markets. Hard-data economic indicators continue to hold up but are pointing to a deceleration.

Find it fast

Get information faster with a single click

Get insights straight to your inbox