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Could French bond stress change the ECB's course?
  • 10 November 2026
Could French bond stress change the ECB's course?
France’s fiscal and political risks are putting pressure on its government bonds. Robeco experts examine how wider French bond spreads could affect the ECB’s interest rate outlook and what this means for sovereign bond investors.
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Professional Investors
Absolute return: Dispersion and opportunity in an era of disorder
  • 10 November 2026
Absolute return: Dispersion and opportunity in an era of disorder
Ben Wallace, portfolio manager at Janus Henderson, discusses how he sees a market becoming less forgiving, but more interesting, as widening stock dispersion creates fresh opportunities for absolute return investors.
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Professional Investors
The investable transition: Why the energy transition will happen at the speed of economics, not ambition
  • 10 November 2026
The investable transition: Why the energy transition will happen at the speed of economics, not ambition
In this report, Alistair Ray, Chief Investment Officer of Dalmore Capital, shows why that is the good...
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