French turmoil and German stagnation – what it means for the ECB

French turmoil and German stagnation – what i...

JULIUS BAERJULIUS BAER

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The View Beyond: An investor's perspective of the mid-year outlook 2026

With 2026 at its midpoint, investors are navigating an environment marked by geopolitical tensions, persistent inflation, and shifting growth dynamics across major economies. How are asset allocators responding, and what does this mean for portfolio construction in the months ahe ...  Show more

 . 41min 23sec
Sticky inflation meets tech weakness

There was a mixed picture in financial markets yesterday as persistent US inflation continues to test the Federal Reserve’s patience. European equities climbed to fresh record highs, boosted by healthcare and chip stocks, while US markets diverged, with tech weakness weighing on ...  Show more

 . 12min 17sec

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