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.
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.
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.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
Investors can harness brighter recovery prospects in Europe by exploring markets with better relative value.
The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
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.
Weakness in U.S. hiring should be taken within the context of tariff uncertainty, but other labor market metrics are holding steady.
Risk assets rebounded in Q2 as worries about tariffs eased and earnings growth proved resilient. Can the trend continue to hold on?