Which investment themes could be relevant for 2026? An overview of all 10 themes.
How risk, valuation and liquidity are evolving in credit markets
Years of overly loose fiscal policy have sent Japanese bond yields soaring. Increased volatility is here to stay.
Venezuela’s turmoil offers a test case of how oil and metals shocks can ripple through inflation and rates, as the energy transition rewrites old market rules.
A widening gap between official data and worker sentiment points to the power of technological anxiety.
2026 may be a good year for risky assets
Governments are increasingly prioritizing resilience over efficiency, with far-reaching consequences for markets and companies
