News and insights

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.

The latest tensions in one of the world’s most critical shipping lanes have exposed an uncomfortable truth about Europe’s energy vulnerability. But within it lies one of the most compelling investment opportunities of this decade.