Nasdaq adjusting the weights of its index because the Big 7 have become too big. This is not only bad for investors, but also the free market.
Why we think there might still be excess savings left, even among U.S. households, to keep the global economy rolling for a little longer.
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects
Europe's retail sector was shaken up by Covid but we see good grounds to believe it is stabilizing, helping European economies in 2H23 along with a growing service sector.
To be politically sustainable, transparency, inclusivity, and fairness must underpin further reforms in Greece, restoring confidence not just among foreign investors.
By: Björn Jesch
We remain confident that a small deal can get struck in time, paving the way for more deals later