Thank you! We have received your request. A member of our team will be in touch shortly to set up your complimentary access. You may also like Asset Allocation Update France’s stock market likely to remain a laggard France’s financial markets have been under the cosh for much of 2025, as political gridlock in parliament has kept the door revolving at the Matignon. Equities have not gone unscathed, with the bond... 27th October 2025 · 6 mins read Bonds & Equities Canaries in the coalmine or a storm in a teacup? We doubt that the recent turbulence in financial markets and credit losses in the US will mark an imminent end to the AI-driven equity market surge, although recent developments illustrate that the... 24th October 2025 · 4 mins read Global Economics Update The advanced economy impact of China’s deflation Deflation in China has added to disinflationary forces in advanced economies over the past few years, reducing the level of headline CPI by around 0.3-0.5% on average. Tariffs are likely to reverse... 15th October 2025 · 4 mins read Bonds Update What long-run r* are investors pricing in? While market pricing already looks consistent with our view that r* will rise to around 2% in the US over the coming decade, a deeper look suggests that there is still room for investors’ rate... 15th October 2025 · 4 mins read Pagination Previous … Page 26 Page 27 Page 28 Page 29 Current page 30 Page 31 Page 32 Page 33 Page 34 … Next
Asset Allocation Update France’s stock market likely to remain a laggard France’s financial markets have been under the cosh for much of 2025, as political gridlock in parliament has kept the door revolving at the Matignon. Equities have not gone unscathed, with the bond... 27th October 2025 · 6 mins read
Bonds & Equities Canaries in the coalmine or a storm in a teacup? We doubt that the recent turbulence in financial markets and credit losses in the US will mark an imminent end to the AI-driven equity market surge, although recent developments illustrate that the... 24th October 2025 · 4 mins read
Global Economics Update The advanced economy impact of China’s deflation Deflation in China has added to disinflationary forces in advanced economies over the past few years, reducing the level of headline CPI by around 0.3-0.5% on average. Tariffs are likely to reverse... 15th October 2025 · 4 mins read
Bonds Update What long-run r* are investors pricing in? While market pricing already looks consistent with our view that r* will rise to around 2% in the US over the coming decade, a deeper look suggests that there is still room for investors’ rate... 15th October 2025 · 4 mins read
