Assessing the implications of the proposed privatization of Fannie Mae and Freddie Mac for fixed income investors.
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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.
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.
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?