The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
Securitisations are mislabelled as 'risky’ and ‘illiquid’, but in reality help investors access attractive risk-adjusted returns, improve diversification and manage duration risk.
Can the European luxury goods market meet the needs of aspirational consumers in 2025?
Can small caps outshine their larger counterparts in an environment of favourable fiscal and monetary policies, and shifting allocations?
How can businesses and investors navigate the challenges of “Tariff Wars II”, initiated by the Trump administration?
DeepSeek's open-source AI model has shaken the market – what does it mean for European companies involved in the race for AI dominance?
Reading between the lines of the FOMC statement and Chair Powell’s press conference comments.