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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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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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This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).
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18 November 2025
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Nicolas Janvier

Head of North American Equities

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2026 Equity Outlook: Harnessing growth with a broad view

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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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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
18 November 2025
Aktien

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

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We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
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Multi-Asset
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Anthony Willis

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This week we focus on the diverging chances of a rate cut in December from the Bank of England (BoE) and the Federal Reserve (Fed).
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