News & Analysis | Renalco

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Image: Market recovery gains traction

Market recovery gains traction

5 May 2025 57

The rebound in US equities has been almost as fast as the drawdown in early April, suggesting that too much pessimism was priced in. Macro data releases and the ongoing earnings season have been supportive, with no signs of a significant...

Image: MEGA Basket outperforms the Stoxx600

MEGA Basket outperforms the Stoxx600

29 Apr 2025 99

Our “Make Europe Great Again” or MEGA selection - (see article on March 28) outperforms the Stoxx600 thanks to several factors: German recovery plan: The 500 billion euro plan continues to stimulate investments in...

Image: A U-turn or Just a Temporary Reprieve?

A U-turn or Just a Temporary Reprieve?

28 Apr 2025 120

In recent days and weeks, Trump has signalled a willingness to compromise on trade tariffs, which fuelled a market rebound. Press clips showing how Scott Bessent and Howard Lutnick (Treasury and Commerce Secretary, respectively) managed to...

Image: Quarterly Review of Financial Markets and Outlook Q1/2025

Quarterly Review of Financial Markets and Outlook Q1/2025

9 Apr 2025 121

The first quarter of 2025 was marked by the return of Donald Trump to the presidency of the United States, who implemented deregulation measures and increased customs duties in several countries, including China and the European Union....

Image: Dip buyers take a breather

Dip buyers take a breather

7 Apr 2025 179

Managing uncertainty is at the core of the process of investing. Last week, Trump unveiled new trade tariffs on the so-called “Liberation Day”, taking investors into uncharted territory. The Economist rebranded it...

Image: MEGA (“Make Europe Great Again”)

MEGA (“Make Europe Great Again”)

28 Mar 2025 255

How to position yourself in the context of the European Economic RevivalIn a scenario of reallocation of investment flows towards European stocks deemed undervalued following the overperformance of American stocks, some analysts are...

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