Reflections on the Bank of England's efforts to avoid surprising a fragile gilt market.
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The Fed answered the question of whether it’s time to resume rate cuts but invited new questions concerning inflation and its future policy path.
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.
How corporate efficiency is supporting profitability and earnings growth.
Can large-scale post-war reconstruction and defence investment reshape the prospects for European equities?
NVIDIA is reaffirming its dominant position in the AI infrastructure space.
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.
With the 'Made in Italy' label under scrutiny, luxury brands are enhancing efforts on supply chain due diligence and transparency.
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.