France is still an interesting country for investors, despite its economic sluggishness and internal political problems, says Robeco Chief Economist Léon Cornelissen.

The need to de-carbonise portfolios seems to have been broadly accepted, and many initiatives have been launched by investors on this topic: the Portfolio Decarbonisation Coalition, the Montreal Pledge, and events such as the Climate Finance Day, to name only a few.

An increasingly hotly debated topic with respect to the medium-term outlook for both the economy and markets is the increasing signs of a trend fall-back in productivity growth in DM economies. Shortly put, lower productivity growth leads to lower economic growth, increased solvency risks in entitlement...

Chinese government directives last week concerning local government debt signal a potentially significant policy shift to prioritise growth over managing the country's debt problem, says Fitch Ratings.

Fitch Ratings warns of the temptation that fixed income fund managers may have in current market conditions to overreach for yield, potentially loosening credit selectivity and leading to excessive credit and liquidity risk-taking.