News and insights

For investors, the era of a “smooth sailing” in cash and high-quality bonds is over. Volatile government bonds, shrinking real returns on cash, and rising uncertainty are reshaping fixed income portfolios. The challenge is clear: how can cash positions be invested productively without running into classic interest rate or credit risks?

Europe’s policy priorities are increasingly being translated into concrete economic projects that include defence and cybersecurity.

The case for sustainability-conscious investing (a.k.a. “ESG”), particularly in the energy transition, is less cyclical than it may seem.