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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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Has QT pushed up gilt yields? Yes … and more than the BoE would admit

The Bank has been selling bonds accumulated during quantitative easing. We look at the figures to see just how much prices have been affected.

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In Credit Weekly Snapshot – Top of the world

From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.
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18 November 2025
Aktien

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

2026 Equity Outlook: Harnessing growth with a broad view

We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
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Globale Aktien

Natalia Luna

Senior Investment Analyst, Sustainability Research

Olivia Watson

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AI growth: energy, emissions and water considerations

Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
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The resurgence of financial deregulation: implications for markets and investors

Financial deregulation has re-emerged as a significant theme, creating new opportunities but reopening familiar vulnerabilities
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19 November 2025
Multi-Asset

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Has QT pushed up gilt yields? Yes ... and more than the BoE would admit

The Bank has been selling bonds accumulated during quantitative easing. We look at the figures to see just how much prices have been affected.
Weiterlesen
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Verantwortungsvolles Anlegen

Natalia Luna

Senior Investment Analyst, Sustainability Research

Vicki Bakhshi

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Evaluating the impact of the energy transition: Our systematic view of risks and opportunities

The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
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Festverzinsliche Anlagen

In Credit Weekly Snapshot – Top of the world

From the relationship between democracy scores and flagpole height, to government bond yields and budget machinations, it was a busy week in fixed income. Read on for a roundup of news across sectors and regions.
Weiterlesen
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