News and insights

Europe is entering a period of significant investment as companies respond to a world that has become less predictable, less energy-abundant and more strategically competitive.

The events of 2025 and early 2026 have challenged many investors’ assumptions. Geopolitical tensions, economic uncertainty and overlapping global disruptions have made forecasting increasingly difficult for both companies and financial markets.

We live in an era of compounding turbulence. Geopolitical shifts, evolving fiscal dynamics, and changing rate expectations are prompting investors across the board to reassess their fixed income allocations and seek greater diversification. In this environment, high-quality assets — government bonds chief among them — are naturally attracting renewed attention.