After signing the EU–Mercosur agreement on 17 January, the EU is looking to speed up its trade policy momentum to diversify trade structures in a more fragmented global economy. A trade deal with India could be finalized at the EU-India summit this week.
We continue to expect only one rate cut (-25bps to 3.50%) from the Fed this year. This cut is now expected in June instead of March, which confirms a normalization of monetary policy to neutral settings.
The report analyses how climate change and nature loss are undermining insurability widening the global insurance protection gap and sets out policy solutions to strengthen resilience for households, businesses and governments
Germany’s path to net-zero runs through its homes and buildings. The building sector, responsible for 21% of the country’s emissions, is lagging behind other sectors in decarbonization.
2026 started off on a strong footing with geopolitics taking on center stage, again. Market reactions have been fairly muted so far, with global equities, rates and FX remaining stable.
From niche market to the center of attention?Convertible bonds – i.e. corporate bonds with an attached equity call option – are often overlooked in asset allocation but their performance in 2025 has sprung them into the spotlight.
