An international comparison of the UK.
The performance of any asset class is driven by a complex set of forces
France faces a precarious political and fiscal outlook, with implications for investors to consider.
We explore the evolving role of business investment – particularly the recent surge in AI-related capital expenditure – as a key driver of global growth.
Global cash balances have surged as investors flocked to money market funds to take advantage of higher interest rates. If the Fed eases policy over 2026, as expected, this liquidity is poised to m...
President Trump is playing poker; President Xi is playing weiqi.
The US federal government shutdown has delayed several key economic data releases, forcing markets to pay closer attention to alternative data sources and complicating the Fed’s decision-making pro...
We explore the structural challenges facing the French government.
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