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Japan Equities: Was spricht für japanische Aktien?

Kirschblüte, solide Autos und eine jahrtausendealte Kultur: Japan ist die viertgrößte Volkswirtschaft der Welt. Eine Reihe von Reformen bringen die Wirtschaft weiter voran.

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Aktuelle Beiträge

A spectacular start to 2026 saw the Venezuelan president whisked off to jail in the US, which caused a spike in bond prices. We wrap up the end of 2025 and focus on what’s to come in 2026. Read on for a breakdown of fixed income news across sectors and regions.
Four London airports have set out plans to increase their capacity. With the costs running into the billions what will the projects actually deliver and, perhaps most importantly, who will pay for it?
Welcome to the first market perspectives of 2026. Today we focus on geopolitics and US actions in removing Venezuelan President Maduro over the weekend.
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10 Dezember 2025

Krishan Selva

Kundenportfoliomanager

Moira Gorman

Client Relationship and Sales Director

Big, broad, innovative – the case for emerging market equities

Discussing the case for emerging market equities – including a weaker US dollar – and the potential benefits of adopting an active approach.
3 Dezember 2025

Paul Doyle

Head of Large Cap European Equities

European rally set to continue and performance broaden out

Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
18 November 2025

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

2026 Equity Outlook: Harnessing growth with a broad view

We maintain a constructive outlook for equities, with a broadening of opportunities for selective investment, backed by disciplined diversification.
6 Januar 2026

In Credit Weekly Snapshot – Leaving on a jet plane

A spectacular start to 2026 saw the Venezuelan president whisked off to jail in the US, which caused a spike in bond prices. We wrap up the end of 2025 and focus on what’s to come in 2026. Read on for a breakdown of fixed income news across sectors and regions.
6 Januar 2026

Jake Lunness

Investment Analyst, Investment Grade Credit

Is UK airport expansion about to take flight?

Four London airports have set out plans to increase their capacity. With the costs running into the billions what will the projects actually deliver and, perhaps most importantly, who will pay for it?
5 Januar 2026

Anthony Willis

Senior Economist, Multi-Asset Solutions team

Weekly Perspectives: Will the latest geopolitical shock derail markets?

Welcome to the first market perspectives of 2026. Today we focus on geopolitics and US actions in removing Venezuelan President Maduro over the weekend.

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