Market Update 15 July 2025, with columns by Harry Geels, Gerd-Jan van Wiggen and EDHEC
Market Update 15 July 2025

Harry Geels: Taxing capital gains on house sales is a bizarre plan

Opinion pieces regularly appear advocating the taxation of capital gains on house sales. For several reasons, this is not a good idea.

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A bitter pill: the impact of tariffs on pharma and healthcare

What impact do tariffs have on pharma and what does this mean for investors, according to Columbia Threadneedle Investments?

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EDHEC: Market risk in private equities

The prices of most private equities can be explained by systematic risk factors and bid-ask spreads. Understanding this is crucial to assess the volatility and potential returns.

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Gerd-Jan van Wiggen: Is this the moment for European securitisation?

The EU securitisation market is slowly recovering, but regulatory reforms are needed to unlock its full potential.

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