A week for the central...
To start the year, the ECB and Bank of England are expected to follow the US Federal Reserve’s lead and…
04/02/26
US
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Article
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Article
That’s so early-January 2026!
Not so long ago, investors were assessing the significance of the arrest of Venezuelan President Nicolás Maduro. That now seems like…
23/01/26
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Article
So far, only uncertainty is...
The year has only just begun, yet it has already brought numerous surprises. These have done nothing to calm a…
21/01/26
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Article
Game of thrones (and oil...
I listened to a podcast last week that opened with the statement: “What a year last week was.” There has…
16/01/26
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Podcast
Rotating drivers of growth
Ecaterina Bigos, Chief Investment Officer for Asia ex-Japan, AXA IM Core (part of BNP Paribas Asset Management), and Daniel Morris,…
08/01/26
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Article
A brief reprieve
Investors had a brief reprieve from geopolitical surprises at the end of December, but 2026 started with a bang as…
08/01/26