Pension funds remain in strong financial position on average, but what has the unstable market environment meant for pension funding ratios?

The market roller coaster continues. Listen to the latest podcast on the market reactions to US tariff announcements

President Trump’s announcements of tariffs on ‘Liberation day’ has initiated a sort of a trade war. China has responded with its own tariffs on US goods.

In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...

Our annual Capital Market Assumptions explore the impacts of global game-changers on the long-term expected returns for more than 40 asset classes.

High public debt and adverse demographics suggest long-term interest rates may remain elevated, with increased volatility and global contagion risks.

Europe aims to boost productivity through policy reforms and investments to restore competitiveness.

Optimism around fiscal spending plans in Germany and in Europe has boosted the region’s stocks.

"A Step Forward for Europe" analyzes Germany's role in boosting Eurozone growth amid challenges like US tariffs and rising defense spending.

In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.

In 2025, credit markets remain attractive for income-seeking investors, supported by resilient economic activity, solid corporate fundamentals, and favorable...

Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.

Watch the playback of the Tuesday, 25th February 2025 webinar

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.

The article analyzes the effects of Trump's second term on the global economy and markets, focusing on tariffs, inflation, and trade relations, particularly...