New research finds that yen weakness and higher hedging costs have reshaped the optimal FX hedge ratio for Japanese investors in global government bonds.
Election Day has markets watching how divided Washington will be over the coming two years. Jeff Schulze shares insights for investors based on different potential outcomes.
Lula’s re-election has unsettled Brazilian equities, but the market reaction may overstate its significance.
European flex office stock grew 3.4% year-on-year to Q3 2026, with prime desk rates up by double digits in Milan, Brussels, Prague, and Barcelona, CBRE reports.
Ninety One’s Capital Market Assumptions framework focuses on the key drivers of long-term performance. We do this to better understand possible future returns, enriching discussions with our clients.
Bioenergy with carbon capture and storage has long been one of the most promising and contested technologies in the rapidly expanding world of carbon removal. It is now starting to move from theory...
Assess how central banks balance resilient growth, persistent inflation and energy risks while AI investment supports demand, influences policy expectations and reshapes global markets across regions.
Explore monthly insights on key developments across India, Indonesia, Malaysia, the Philippines and Thailand government bond markets. Read the report.
In this month’s issue, AI-driven investment and strong earnings growth continue to support emerging markets, though selectivity remains essential as higher interest rates create winners and losers.
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