German Reforms: What Do They Mean for European Equities? (Amundi)
The reform plus fiscal package is genuinely large and potentially a regime change, but not yet an unqualified “buy…
Global Strategy Outlook
Lead Content
Strong U.S. Earnings Growth Continues (Amundi)
Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
Latest posts
Trend & Cycle: The Long View – August 2026 (RBC)
The monthly Trend…
Global Strategy Views: Momentum, Rotation and the Value in Growth (Goldman Sachs)
More government debt, increased issuance, and persistent inflation have all contributed to a higher cost of…
HIGHLY RATED
TOP RECENT POSTS
ALL TIME
Top Picks
Insights you might have missed last week
AI investment, energy transition, and what if Trump is right? Explore this selection of high-…