The ECB raised rates to 2.50%, remaining determined to deliver on its target of price stability in the medium term.

In this episode, Swaha Pattanaik and Monica Defend focus on the sharp rise in global bond yields and the policy interventions that rattled markets over...

This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.

Global bond yields have risen again across all maturities, with longer-dated bonds reaching multi-year highs.

France's fiscal outlook: public debt, the 2027 budget and implications for French government bonds and investors.

In the six months since the start of the Iran war, global growth has remained resilient, while inflation has stayed above target.

How the glide path helps portfolios adapt over time by balancing human capital and financial capital, and why broader diversification matters when stock-bond...

H2 2026 CMA update confirms a regime of ruptures, with expected returns improving in fixed income and selected equity markets.

Join us on Thursday, 3 September 2026! Our experts will examine the major developments shaping 2026 and explore the scenarios most likely to define global...

Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations

Language models have given rise to agentic AI. This paper analyses the full agentic stack together with its financial applications and risks.

The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...

Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.

This article assesses Germany’s industrial renaissance, showing how 34 reforms, infrastructure spending and confidence effects could lift investment,...

This article explains how German reforms could influence European equities through earnings revisions, ERP moves and selective winners across domestic...