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China’s pivot: steering through turbulence to sustainability
The shift toward a more sustainable growth model presents long-term opportunities in Chinese assets, but it also calls for increased selectivity in the short term to cope with the economic slowdown.
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Asset class returns forecasts for H2 2026 reflect inflation persistence and valuation shifts
Set asset class returns forecasts across government bonds, credit and equities as valuations reset, yields rise and AI-driven growth broadens across regions, supporting more selective opportunities in H2 2026.
News
Asset class returns forecasts for H2 2026 reflect inflation persistence and valuation shifts
Set asset class returns forecasts across government bonds, credit and equities as valuations reset, yields rise and AI-driven growth broadens across regions, supporting more selective opportunities in H2 2026.
News
Asset class returns forecasts for H2 2026 reflect inflation persistence and valuation shifts
Set asset class returns forecasts across government bonds, credit and equities as valuations reset, yields rise and AI-driven growth broadens across regions, supporting more selective opportunities in H2 2026.
News
France’s fiscal policy enters a critical phase as debt, deficits and yields command attention
France’s fiscal policy enters a critical phase as public debt reaches 118% of GDP, the deficit stays above 5%, and the 2027 budget becomes decisive for consolidation, market stability and OAT yields.
News
France’s fiscal policy enters a critical phase as debt, deficits and yields command attention
France’s fiscal policy enters a critical phase as public debt reaches 118% of GDP, the deficit stays above 5%, and the 2027 budget becomes decisive for consolidation, market stability and OAT yields.
News
Zoom sur la politique budgétaire française
La politique budgétaire française entre en phase décisive, avec une dette à 118 % du PIB, un déficit durablement élevé et un budget 2027 appelé à guider la consolidation et la stabilité des OAT.
News
France’s fiscal policy enters a critical phase as debt, deficits and yields command attention
France’s fiscal policy enters a critical phase as public debt reaches 118% of GDP, the deficit stays above 5%, and the 2027 budget becomes decisive for consolidation, market stability and OAT yields.
News
Cross Asset Investment Strategy - January 2024
Find the latest edition of our monthly publication. The focus is on the fiscal consolidation in the Eurozone.
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Cross Asset Stratégie d’Investissement - Janvier 2024
Retrouvez la dernière édition de notre publication mensuelle. L'accent est mis sur la consolidation fiscale dans la zone euro.