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02.02.2026
As we head into 2026, emerging market (EM) bonds offer a solid opportunity, backed by improved fundamentals, positive technicals, and attractive all-in yields thanks to high baseline Treasury levels.
Weiterlesen30.01.2026
The mining rally in 2025 was led by precious and base metals, with gold miners up roughly 150% year-to-date, and prices for gold, silver, and copper all at record highs.
28.01.2026
Solid – but not overheated – growth could create fertile ground for carry-focused fixed income strategies in 2026.
28.01.2026
Global power demand is entering a new and sustained growth phase, marking a clear shift from the flat or declining trends seen in developed markets over much of the past two decades. This change is being driven by the need to upgrade infrastructure and by rising power demand not seen for years in developed economies.
27.01.2026
As we enter 2026, we maintain a constructive stance on gold, reflecting a widening investor base and its continued role in portfolio diversification.
27.01.2026
Chinese authorities are now fully behind the technology sector after years of cracking down on it. Self-sufficiency in semiconductors and AI has become a top strategic priority, driven by geopolitical tensions.
27.01.2026
The technology sector continues to be at the forefront of innovation, driven by the rapid adoption of artificial intelligence (AI).
Redner: Monica Espinosa, Pierre Ricq
Redner: Mohammed Kazmi, Alisdair Bell
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