Equities

Recent weeks have been marked by sharp price swings in technology, particularly in chip stocks. The South Korean equity market, dominated by semiconductor stocks, has roughly halved within five weeks and is nevertheless still up by about 50 percent year to date.   

The AI universe continues to expand rapidly, and the list of beneficiaries is long. At the same time, potential risks are emerging, reinforcing our conviction in selective stock picking.

Europe's stock markets have more to offer than you might expect. Where did carrier pigeons once deliver price updates? What does ‘Valeurs Vedettes’ mean? And why are European stocks so appealing to dividend hunters?