Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
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.
How corporate efficiency is supporting profitability and earnings growth.
How falling construction starts could pave the way for inventory relief and market stabilization.
After more than a decade of lackluster returns, European equities have started to build a record of outperformance – with potentially more room to go.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
Once a broad measure of mid-cap growth, the index is now narrower and more volatile.
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.
Improving EM fundamentals are driving sovereign credit rating upgrades, which have been more than double the number of downgrades so far in 2025.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.