Le Déluge: On the brink of a French fiscal crisis?
We consider the investment implications of France heading for a fiscal crisis, and how it is on the verge of a dramatic political shift.
We consider the investment implications of France heading for a fiscal crisis, and how it is on the verge of a dramatic political shift.
Fixed income, Webinar
Peter Bentley, Global Head of Fixed Income explains why rising yields are starting to reveal value in parts of the bond market.
03 November 2026
Fixed income
The Bloomberg US Corporate High Yield Index’s average yield surpassed 8% in September.
30 October 2026
Global macro, Economics
We compare today’s AI capital expenditure cycle with the late-1990s technology boom.
29 October 2026
Global macro, Economics
Unlike the previous Autumn Budget, few potential policies have been leaked and the chancellor has said little about the 2026 Budget’s contents.
20 October 2026
Fixed income
Higher starting yields and improving credit quality are helping reinforce the case for global short-dated high yield bonds.
15 October 2026
Fixed income
Our quarterly review and outlook provides a summary of key market changes before offering a more detailed look at our global and regional economic views
09 October 2026
Currency
Global growth remains resilient, with our growth indicator at its strongest since 2022. Unless risk aversion rises materially, we expect the USD to remain range-bound.
07 October 2026
Global macro, Fixed income
We consider the investment implications of France heading for a fiscal crisis, and how it is on the verge of a dramatic political shift.
02 October 2026
Global macro, Geopolitics
As geopolitical competition intensifies, control of critical trade routes, infrastructure, resources and financial systems is becoming increasingly important.
30 September 2026