Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
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How corporate efficiency is supporting profitability and earnings growth.
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.
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.
How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.
With the Fed not certain how to navigate the potential impact of tariffs, we discuss how investors might be inviting undue risk within bond portfolios.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.