In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
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Lebanon’s reform hopes hinge on banking overhaul and Hezbollah disarmament. The IMF meetings gave some further perspective on these prospects ahead of the May elections.
Can good leadership redefine the potential for smaller companies in Europe's evolving political landscape?
What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?
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.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.