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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Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
Can good leadership redefine the potential for smaller companies in Europe's evolving political landscape?
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.
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.
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.