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Japan Equities: Was spricht für japanische Aktien?

Kirschblüte, solide Autos und eine jahrtausendealte Kultur: Japan ist die viertgrößte Volkswirtschaft der Welt. Eine Reihe von Reformen bringen die Wirtschaft weiter voran.

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Aktuelle Beiträge

Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.
Gilts were inflamed as a path opened up for the mayor of Greater Manchester, Andy Burnham, to return to Westminster and potentially replace Keir Starmer as UK prime minister. Elsewhere, the global sovereign bond sell-off accelerated.
Inflation is on the up but when will central banks begin to raise interest rates?
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20 Mai 2026

Paul Doyle

Head of Large Cap European Equities

Europe wary of continuing conflict

Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.
29 April 2026

Alex Landau

Client Portfolio Manager, European equities

Europe’s quality growth opportunity

Europe is transforming, with new pockets of emerging quality. Amid rising capital barriers, our pragmatism allows us to identify industry leaders where value creation is strongest.
23 April 2026

Cory Unal

Portfolio Manager

Dara White

Global Head of Emerging Market Equities

From Monopoly to Age of Empires: Emerging markets in the new global regime

Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.
20 Mai 2026

Paul Doyle

Head of Large Cap European Equities

Europe wary of continuing conflict

Markets expected double-digit growth for Europe in 2026, but this has been impacted by the Middle East crisis.
19 Mai 2026

In Credit Weekly Snapshot – Burnham down the house

Gilts were inflamed as a path opened up for the mayor of Greater Manchester, Andy Burnham, to return to Westminster and potentially replace Keir Starmer as UK prime minister. Elsewhere, the global sovereign bond sell-off accelerated.
18 Mai 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Market Perspectives: Higher for longer

Inflation is on the up but when will central banks begin to raise interest rates?

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