What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Assessing the implications of the proposed privatization of Fannie Mae and Freddie Mac for fixed income investors.
U.S. companies have thus far withstood the Trump administration’s barrage of tariffs, but signs of stress are emerging in the most exposed sectors.
How the US commitment to stabilising Argentina's economy signals that policy efforts by President Milei to maintain the country’s fiscal anchor are likely to continue.
Pressure mounts on the Bank of Japan to make crucial monetary policy changes.
How are structural reforms in Europe reshaping the landscape for investors across sectors and industries?
Following French Prime Minister François Bayrou’s loss of a confidence vote, Robert-Schramm Fuchs explores the implications for investors and explains why he remains positive on Europe.
How a strategy of fiscal stimulus and regulatory easing can help to transform competitiveness for industries across Europe?
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Risk assets rebounded in Q2 as worries about tariffs eased and earnings growth proved resilient. Can the trend continue to hold on?
How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.