Podcasts

The upcoming days will bring a flurry of top-down macro and bottom-up micro events, setting up the scene for the final weeks of 2025.

Global credit markets have entered the final quarter of 2025 in remarkably good shape. Corporate fundamentals remain robust: earnings across sectors have generally surprised to the upside, leverage is low, and balance sheets are strong, in contrast to sovereign balance sheets, where leverage remains elevated.

News that US President Donald Trump is set to meet with Russian President Vladimir Putin in Budapest to discuss ending the Russian war in Ukraine will be followed closely.

While, according to the World Economic Forum, half of the global GDP is dependent on nature, biodiversity is experiencing an extinction that challenges the resilience of our economies. Deterioration of air, water and soil quality, decline in ecosystem services such as pollination: the physical impacts of this loss of biodiversity are already putting our economies under pressure.

The earnings season for the third quarter of the year will traditionally start with US financial institutions, including JP Morgan Chase

Launched in autumn 2024, the Think Tank "2030, Investir Demain" was created at the initiative of L'Info Durable (ID) and L'Agefi media, with the ambition of uniting financial players around the major challenges of sustainable finance.

European equities rose in September, buoyed by broader global gains supported by the Fed’s rate cut.

The global high yield asset class offers a compelling blend of income and cushion, making it an attractive allocation for investors navigating a complex landscape.