How are structural reforms in Europe reshaping the landscape for investors across sectors and industries?
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The historically low default rates in the U.S. IG ABS market can be ascribed to consistent underwriting standards and several investor protections inherent within ABS structures.
Reflections on the Bank of England's efforts to avoid surprising a fragile gilt market.
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.
Optimism is returning to the biotech space, and we see durable drivers behind the recent performance recovery.
Why the shifting position of the Fed offers potentially another reason to consider locking in yields on today’s corporate bonds.
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.
The European active ETF market, expected to reach US$1 trillion by 2030, will grow through "active core" and "high-conviction active" ETFs, according to Michael John Lytle, who emphasizes aligning offerings with investor needs.
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.
How falling construction starts could pave the way for inventory relief and market stabilization.