2025 Midyear Outlook: Going Deeper

June 5, 2025

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June 11, 2025

A choppy start to 2025 When we published our 2025 Outlook, Tides of Change, we anticipated a year defined by turbulence—and indeed, the first half...

June 1, 2025

Written 30 May 2025, In a week that was light on economic data releases, US trade policy continued to drive market sentiment. Midweek, the US...

May 26, 2025

Last week, markets were caught off guard by President Trump’s announcement that he recommends imposing a 50% tariff on imports from the EU from...

May 19, 2025

There will be more fish in the sea for the EU following Britain’s agreement to open its fishing waters for 12 more years to...

May 12, 2025

Trade talks are moving forward, with a deal between the US and the UK announced last week, while China and the US have agreed...

Lionel De Broux

Group Chief Investment Officer

Jade Bajai

Investment Strategist

Lieven De Witte

Head of Research

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