insights.

This week we look at Japanese equities, which we see supported by corporate reforms and solid economic growth.

Is gold’s rally sustainable? We examine the drivers, including a narrative of rising market risks, from inflation to growth and debt sustainability. Strong investor demand and trading momentum could also provide support. 

French President Emmanuel Macron has few appealing options after the collapse of the current government. We examine market implications and risks for French assets. 

We look at the increasing attention markets are paying to fiscal risk and political uncertainties in economies from the US to France and the UK.

US policies are reshaping investments. Between the burden of tariffs, new vulnerabilities and rising markets, how do we invest portfolios? Discover our new video with Michael Strobaek and Samy Chaar.

The US dollar can weaken further as the Federal Reserve prepares to cut rates in isolation. We have downgraded our USD outlook to negative. 

From defence spending to Swiss tariffs and US healthcare reform—three charts reveal the system shifts reshaping global markets and investment themes. 

We look at the prospects for emerging market assets and their relative attractions for global investors.