MACROECONOMICS
What next? Fed faces tough trade-offs
How do rate cuts reflect the tension between the policymaker’s dual mandates?...
Risks rise over AI reliance
Are record highs hiding vulnerabilities in US equities?
Will ECB's plans for a digital euro strengthen Europe?
The currency could transform how payments are made across the eurozone....
Rising Indo-Pacific defence budgets could offer new investment opportunities
Which countries could see the biggest defence budget growth?
What are the forces transforming responsible investment?
From regulatory challenges to concerns about greenwashing - responsible...
Trade gains boost sentiment, payrolls disappoint
Weak nonfarm payrolls have raised concerns about the Fed’s timing on rate...
Stablecoins: Bringing order to crypto
A safer path to crypto adoption has emerged.
Policy drives Europe's defence push
The sector offers long-term investment potential, in war or peace.
Spending sparks opportunities in industrials
Could European industrials deliver despite US tariffs?
Where are the opportunities amidst slowing global growth?
US growth is slowing, but recovery elsewhere is picking up pace.
How did tariffs transform the ETF landscape?
Investors are rethinking their ETF strategies in response to market shifts....
AI, uncertainty, and opportunity ahead of 2026
Investors face volatility, but innovation and Europe’s growth potential...
