Talking Heads – Long-term trends...
Amid geopolitical change and shifts in the focus of public policy, private capital investments in infrastructure have a major role…
19/03/25
Europe
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Podcast
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Article
Weekly Market Update – On...
Like shifting sands, fast-moving events are forcing investors to continually readjust their policy and market outlook expectations. Economic prospects for…
18/03/25
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Graph
Graph of the Week -...
As noted in our latest Monthly Market Viewpoint, one of the biggest surprises during the first quarter of 2025 has…
14/03/25
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Article
German fiscal expansion – Whatever...
On 4 March, Friedrich Merz, Germany’s chancellor-in-waiting, proposed a constitutional amendment that would pave the way for an extensive programme…
07/03/25
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Article
Weekly Market Update – Investor...
President Donald Trump’s imposition of 25% tariffs on US imports from Canada and Mexico on 4 March initially shook markets.…
07/03/25
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Graph
Graph of the Week –...
When Germany enshrined a ‘debt brake’ in its constitution in 2009, it was considered a victory for fiscal rectitude. As…
21/02/25