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Progress on the energy transition and political commitments give cause for cautious optimism on Europe’s transformation.
We believe that fears of JGB weakness spreading to other government bonds appear to be exaggerated.
The bond market bathes in the positive sentiment
Largely unnoticed by many investors, innovative clusters are emerging, beyond Europe’s old industrial belts
By: Björn Jesch, Martin Moryson
The Long-Term Inflation Prospects
India’s structural strengths – demography and democracy – are well known. Business-friendly politics, a thriving service sector and geopolitics add to the positive picture.
Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.
In addition to the severity of the recession, inflation will be an important factor during this phase.
Germany struggles on many fronts. This uncertainty could be exacerbated if we see protracted coalition negotiations following an inconclusive election result.
Does the historically high gold-oil ratio once again indicate a major macro shift?
Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid a still concerning global picture.
By: Vincenzo Vedda
Germany’s government fell in November. What new government will emerge now? Will it be able to tackle the country’s big structural economic problems? And what will it mean for German financial assets?
69% capacity trails decade average as post-Russian supply model prioritizes flexibility over early stockpiling
Germany has voted. Tackling the country’s big structural economic problems still looks like a daunting task.
Although Germany’s residential construction is weak, other construction sectors, such as civil engineering and specialised construction remain robust
