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House View Q2 2025: Vibe shift

A shift is underway in markets. Global investors are eyeing opportunities in Europe amid improved prospects for the region and growing uncertainty in the US. As the world turns on its head, our latest House View points a way through the complexity.

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Disruption

India shifts gears – Policy tailwinds set stage for reacceleration

India’s economic narrative is shifting—again. And this time, with more conviction. Anand Gupta looks at the tailwinds that point towards a reacceleration of India's economy.

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by Anand Gupta | 1 day ago

Navigating Rates

Israel-Iran conflict: update on market impact

The Israel-Iran conflict continues to escalate. Since Israel’s air strikes on 13 June, which targeted Iran’s nuclear programme and military facilities and killed several top commanders, the two countries have traded increasingly deadly attacks.

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by Gregor Hirt | 3 days ago

Best Styles x Behavioural Finance

The illusion of knowledge and how to overcome the limits of learning

The Best Styles approach enables us to be knowledgeable about a lot of companies and apply different views, objectively and based on various investment styles.

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6 days ago

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