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.
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...
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.
16/07/2025 Portfolio Strategy A brief history of US protectionism and global trade Understanding the historical dynamics of trade and protectionism provides insight into today's increasingly multipolar world.
18/12/2024 Cross Asset Research Cross Asset Investment Strategy - December 2024 Find the latest edition of our monthly publication. The focus is on Germany's economy and the upcoming elections.
18/12/2024 Economy & Markets Germany’s path ahead The article outlines the German economy's challenges, including an investment deficit and the impact of upcoming elections on fiscal reforms.
5/12/2024 Emerging Markets A short-lived crisis with long-lasting implications: first t... This paper examines the fallout of South Korea's political turmoil