7/10/2026 Economy & Markets Markets weigh rising yields and AI exuberance Understand what is driving the recent rise in bond volatility and what higher yields could mean for investors across fixed income and equities.
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.
27/10/2025 Tariff fallout milder than feared, for now The impact of US tariffs on inflation is limited for now but political pressure on US institutions is growing.
17/10/2025 Cross Asset Research Cross Asset Investment Strategy - October 2025 Discover the latest edition of our monthly publication, exploring what's behind gold's record-breaking rally and what it signals for global markets.
17/10/2025 Economy & Markets Gold beyond records This analysis explains why gold is gaining as a structural portfolio diversifier, driven by central-bank purchases, ETF flows, dollar weakness and geopolitical...
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.
15/09/2025 Cross Asset Research Cross Asset Investment Strategy - September 2025 Find the latest edition of our monthly publication, exploring summer market updates and what is in store for this back-to-school season.