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...
11/02/2026 Economy & Markets Takaichi’s landslide: Japan’s fiscal renaissance begins Sanae Takaichi's LDP secured a Lower House supermajority, ushering in a fiscal renaissance supportive for Japan's equity market.
5/11/2025 Economy & Markets China: Strategic Choices in a Changing Century After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...
27/10/2025 Economy & Markets Default shockwaves: short‑term pass, medium‑term wake‑up cal... Discover why recent defaults are a short-term shock but a warning for rising credit risks ahead.
7/10/2025 Economy & Markets France after Lecornu: What’s next? Prime Minister Lecornu’s resignation amid opposition from both the left and right has ushered in a new phase of political uncertainty.
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...