23 Jul 2024

JP's Journal: The reign of Spain

Spain has come a long way in 50 years – from authoritarian rule under General Franco to a forward looking and...

19 Jul 2024

European espresso: is this a turning point for semiconductors?

European semiconductor stocks are playing a pivotal role in driving the artificial intelligence (AI) wave within...

19 Jul 2024

European espresso: Initial French election results see a small bounce for risk assets

As part of our Espresso series, providing an expert blend of views on European equities, Portfolio Manager Jamie Ross...