With the AfD making strong gains in Germany’s recent regional elections, we discuss the market impact of this year’s political surge to the right.
Three observations as the reporting season draws to a close.
Following a trip to China, Polina Kurdyavko reflects on the country’s slow recovery post-Covid but also gives reasons for longer-term optimism.
Having passed the 5-year point, we look at the factors contributing to an impressive track record of outperformance for our EM Equity Focus Strategy.
Keir Starmer’s warning of a painful UK Budget was overshadowed by the long-awaited and joyful comeback announcement of British rock band, Oasis.
We look at a potential Trump versus Harris presidency in the US, and how each could impact the future of the clean energy agenda and bond markets.
US data is consistent with economic output growing around trend, while financial conditions are sitting around their easiest levels for the past year.
How corporate Japan is changing through reform of its governance.
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