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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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Is 21st century crypto akin to 17th century Holland? Are we seeing the madness of digital crowds? The Bitcoin price could suggest so. Elsewhere, government bond yields are tracking down in anticipation of further monetary policy easing. Read on for a breakdown of fixed income news across sectors and regions.
This week we focus on Wednesday’s UK Budget. The date was announced back on 4 September and that feels like a long time ago.
Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
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18 November 2025

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.
18 November 2025

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

2026 Aktienausblick: Wachstum mit Weitsicht nutzen

Wir behalten einen positiven Ausblick für Aktien bei, mit einer Ausweitung der Chancen für gezielte Investitionen, unterstützt durch eine disziplinierte Diversifikation.
14 November 2025

Natalia Luna

Senior Investment Analyst, Sustainability Research

Olivia Watson

Senior Analyst, Sustainable Research

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.
25 November 2025

In Credit Weekly Snapshot – Tiptoe through the tulips

Is 21st century crypto akin to 17th century Holland? Are we seeing the madness of digital crowds? The Bitcoin price could suggest so. Elsewhere, government bond yields are tracking down in anticipation of further monetary policy easing. Read on for a breakdown of fixed income news across sectors and regions.
24 November 2025

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: Will this week’s Budget fix the UK?

This week we focus on Wednesday’s UK Budget. The date was announced back on 4 September and that feels like a long time ago.
20 November 2025

Gene Tannuzzo

Global Head of Fixed income

Ed Al-Hussainy

Portfolio Manager

2026 Fixed Income Outlook: Seizing opportunities in a rate-cutting cycle

Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.

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