What themes beyond geopolitics, AI and monetary policy could matter to investors in 2027? Find out in our 10 themes for the year ahead.
By: Dr Stefan Hoops, Vincenzo Vedda
Recent growth figures, leading indicators and financial market signals suggest that Germany's economy is performing better than prevailing sentiment implies.
France’s politics may be febrile, but manufacturing costs suggest that Macron will leave the country more competitive than he found it.
How risk, valuation and liquidity are evolving in credit markets