9/09/2026 Investment Views Global Investment Views - September 2026 This GIV elaborates on the diverging forces in different parts of the markets, our changed economic scenario and investment convictions.
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.
1/09/2026 Economy & Markets France’s fiscal policy in focus France's fiscal outlook: public debt, the 2027 budget and implications for French government bonds and investors.
19/08/2026 Capital Market Assumptions Asset Class Returns Forecasts H2 2026 H2 2026 CMA update confirms a regime of ruptures, with expected returns improving in fixed income and selected equity markets.
31/07/2026 Cross Asset Research Cross Asset Investment Strategy - July - August 2026 Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.
8/07/2026 Fixed Income & FX A European drive to develop emerging green bond markets Structure diversified access to green bond markets in low- and middle-income countries via GGBI, combining European backing, investment-grade notes and...
7/07/2026 Podcasts Midyear Investment Outlook 2026 – The Power of Endurance by ... A special podcast edition on the H2 2026 outlook. Our experts share their global growth expectations in a resilient but uneven landscape, and explore...