The global podcasts: Straits Market Pulse
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Eurex Podcasts
Sep 18, 2026

Eurex

03 | The big picture: Europe's crossroads, credit spreads, EM and Japan's next chapter

From France's fiscal outlook and widening European credit spreads to evolving opportunities in emerging markets and Japan's investment revival, Episode 3 explores the key themes shaping global asset allocation. Matthieu Fuhrmann, Kris Hopkins and Olivier d'Assier discuss European political developments, the outlook for credit markets, central bank policy, emerging market (EM) opportunities and why Japan remains a compelling investment destination.

Key Topics:

  • France, European elections and their impact on bond markets and investor sentiment
  • What widening credit spreads could mean for fixed income investors
  • Navigating diversification in an increasingly uncertain macro environment
  • Where are the opportunities and risks across emerging markets?
  • Japan's changing investment landscape and improving corporate governance
  • Upcoming Japan Single Stock Futures (SSF) and Single Stock Dividend Futures (SSDF) launch
  • Central banks, interest rates and key macroeconomic risks to watch
  • Key market events and investment themes for the months ahead