global economic policies

Latest news and analysis on global economic policies

Equities

When the market’s hot, go where it’s not: Biotech’s position of opportunity for FY26

Biotech stumbled in FY25, but we didn’t. HB Biotechnology kept its footing and delivered 23% outperformance in a tough market.
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Charlie Williams
HB Biotechnology
Macro

Investors upbeat on pricey US equities while Europe offers value

Could a rotation out of stocks into bonds be one of 2025’s surprises?
Chris Iggo
AXA Investment Managers
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