News & Analysis | Renalco

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Image: Looking East

Looking East

today 20

Key insights from our autumn conference with 220 corporates. Two dominant themes emerged throughout the conference: diversification and the French political situation, both for obvious reasons. European sovereignty was also a recurring...

Image: Five pivotal issues that will shape markets

Five pivotal issues that will shape markets

9 Sep 2025 61

In this weekly report, we explore five key themes that, in our view, will shape market dynamics over the coming months. The implications of trade tariffs on the global economy loom large (themes #1 to #3). But overall, it is increasingly...

Image: The hottest charts of the summer

The hottest charts of the summer

1 Sep 2025 222

Autumn is knocking at our door. In our first weekly note after the summer break, we summarise the main takeaways and discuss the outlook. Summer recap Fundamentally, the summer has been free of nasty surprises capable of derailing risk...

Image: Back to Earth for the Dollar

Back to Earth for the Dollar

11 Aug 2025 313

The dollar has experienced a turbulent 2025. After reaching record highs in January in the wake of Trump’s reelection, the greenback reversed sharply, to the point of experiencing its worst first half of a year since 1973, losing...

Image: A peak summer check-in on Travel & Leisure stocks

A peak summer check-in on Travel & Leisure stocks

11 Aug 2025 295

The bearish mood that started to take shape in early August was overshadowed by rising optimism regarding a ceasefire in Ukraine. Following what the US president described as highly productive talks in Moscow between his special envoy and...

Image: A higher volatility regime in the near term

A higher volatility regime in the near term

5 Aug 2025 319

Equity volatility picked up at the end of last week on the back of a higher probability of recession in the US and renewed trade fears. With the great confusion caused by the implementation of US trade tariffs and last-minute deals, market...

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