10/09/2025 Podcasts Calm waves mask shifting undercurrents - Global Investment v... In this month's review of the latest developments in the global economy and financial markets, we focus on the shifting economic undercurrents in the...
8/09/2025 UK long-dated yields at 25-year highs Long-dated gilts yields rose to high levels, in light of concerns over fiscal deficits across the developed world.
9/09/2025 Autumn: A Season of Change? Navigating Economic Winds This article provides a detailed analysis of the 2025 autumn economic environment, focusing on macroeconomic changes, inflationary pressures, and policy...
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.
1/09/2025 US stocks touch new all-time highs US markets reached new record highs last week on the back of AI-driven euphoria and corporate earnings above expectations.
1/09/2025 Real & Alternative Assets Private Debt at a Turning Point: Risks and Opportunities as ... As traditional banks retreat from lending markets, Private Debt is stepping in to fill the gap — with risks and opportunities.
27/08/2025 Sustainable Finance Natural Capital and Economic Growth This paper examines the complex relationship between natural capital and long-term economic growth.
25/08/2025 Fed moving towards rate cuts The US has seen some mixed macro data around inflation and labour markets, opening a debate on Fed’s future policy actions.
4/08/2025 Central banks kept rates steady Global central banks are staying in a wait and watch mode as they assess the impact of US tariffs on the economy.
1/08/2025 Podcasts Global Investment Views - Deal or no deal, expect twists and... 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...
