With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.

Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.

Discover the latest insights on JPY carry trade unwinding due to US data and BoJ's stance. Explore the impacts on global growth and potential market moves.

Explore the Cross Asset Investment Strategy for April 2024 focusing on European equities' potential amidst a global economic rebound.

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of April 12, 2024. Get insights crucial for informed decision-making...

European and Japanese stock markets are expected to outperform due to undervalued stocks and strong domestic demand. Tensions in the Middle East will...

Discover why Japan equity remained a top performer in 2023 & explore insights into macroeconomics, geopolitics & strategy in finance.

Stay ahead with accurate forecasts for macroeconomic trends and financial markets as of February 2, 2024. Get insights crucial for informed decision-making...

Explore the lucrative Japanese equity market for international investors. Benefit from profit recovery, corporate reforms, and wage negotiations driving...

The Bank of Japan has paved the way for an exit from its Negative Interest Rates Policy in Q1 2024. Japan’s exit from deflation is transforming the behaviour...