6/03/2026 Equity Reforms and reflation: unlocking Japanese equity upside Governance-driven reform and a stronger macro backdrop are lifting ROE and can result in a sustained rerating of Japanese equities.
2/09/2025 Economy & Markets The future of France’s budget We analyse how Prime Minister Bayrou's confidence vote and October's budget bill could shape France's economy, debt, and investment outlook.
24/06/2025 Equity Shining a light on shareholder remuneration Real and alternative assets are key to enhancing risk-adjusted returns, with private equity and debt offering higher return potential.
24/02/2025 Economy & Markets Forming coalition will be easiest of next German Chancellor’... Germany's CDU/CSU have won the elections and will now form a coalition government. Challenges include how to kickstart growth and adapt fiscal policy.
3/12/2024 Equity What is in store for tech? Attractive opportunities can be found among the US and European cyclical tech stocks as well as within the Taiwanese and Korean semiconductor sectors.