Which investment themes could be relevant for 2026? An overview of all 10 themes.
France’s politics may be febrile, but manufacturing costs suggest that Macron will leave the country more competitive than he found it.
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
