21/09/2026 The Fed raises policy rates The Fed raised rates for the first time since 2023, bringing them into the 3.75% - 4% range. The decision was unanimous.
14/09/2026 The ECB raises policy rates The ECB raised rates to 2.50%, remaining determined to deliver on its target of price stability in the medium term.
7/09/2026 Bond yields on the rise again Global bond yields have risen again across all maturities, with longer-dated bonds reaching multi-year highs.
31/08/2026 Iran conflict: Diversification at play In the six months since the start of the Iran war, global growth has remained resilient, while inflation has stayed above target.
31/07/2026 Economy & Markets Growing hopes for an industrial renaissance in Germany This article assesses Germany’s industrial renaissance, showing how 34 reforms, infrastructure spending and confidence effects could lift investment,...
31/07/2026 Equity German reforms: what do they mean for European equities? This article explains how German reforms could influence European equities through earnings revisions, ERP moves and selective winners across domestic...
10/07/2026 Geopolitics Investing in a ‘Low Trust’ World How geopolitics is changing the investment playbook in a new global order where trust among countries is rapidly eroding.
