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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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Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
The Bank has been selling bonds accumulated during quantitative easing. We look at the figures to see just how much prices have been affected.
The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.
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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.
18 November 2025

Nicolas Janvier

Head of North American Equities

Neil Robson

Head of Global Equities, EMEA

2026 Aktienausblick: Wachstum mit Weitsicht nutzen

Wir behalten einen positiven Ausblick für Aktien bei, mit einer Ausweitung der Chancen für gezielte Investitionen, unterstützt durch eine disziplinierte Diversifikation.
14 November 2025

Natalia Luna

Senior Investment Analyst, Sustainability Research

Olivia Watson

Senior Analyst, Sustainable Research

AI growth: energy, emissions and water considerations

Artificial intelligence is hungry for power and thirsty for water. We discuss advances and innovations that could alleviate the problems and highlight related investment opportunities.
20 November 2025

Gene Tannuzzo

Global Head of Fixed income

Ed Al-Hussainy

Portfolio Manager

2026 Fixed income Outlook: Seizing opportunities in a rate-cutting cycle

Fixed-income investors face falling rates, tight spreads and a fragile labour market. The playbook requires locking in yield and managing duration, while staying vigilant on credit quality.
19 November 2025

Christopher Mahon

Head of Dynamic Real Return, Multi-asset

Has QT pushed up gilt yields? Yes ... and more than the BoE would admit

The Bank has been selling bonds accumulated during quantitative easing. We look at the figures to see just how much prices have been affected.
19 November 2025

Natalia Luna

Senior Investment Analyst, Sustainability Research

Vicki Bakhshi

Director, Responsible Investment

Evaluating the impact of the energy transition: Our systematic view of risks and opportunities

The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying economics.

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