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Research library

Every report with its key findings. The free summary of each is on generalassets.eu; the full edition, the printable PDF and the data behind every table are part of the subscription, and subscribers find the data under Data downloads.

Data reports, updated monthly

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Inflation country by country, the four central banks, government bond yields and the euro, with interactive charts built on official data.

Reports and quarterly reviews

  • Markets
  • 11 min read

European markets in the third quarter of 2026

European shares set records in August and gave them back in September as bond yields jumped and oil prices surged. Europe lagged the United States, French assets were the weak spot and defence stocks rose. The quarter in figures, from the index providers and central banks.

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  • Defence and security
  • 14 min read

Europe's rearmament: from announcements to orders

European defence spending rose by a fifth in 2025 and NATO expects it to rise again in 2026. EU loans are arriving more slowly than planned, cooperation targets are far from met and industry points to shortages of explosives, materials and skilled staff. What has been decided, paid and built, by source.

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  • Economy
  • 12 min read

The euro-area economy in the third quarter of 2026

Inflation rose to 3.8% in September on an 18.8% jump in energy prices, the ECB raised rates twice in three months, business surveys strengthened and Germany's budget is turning defence and infrastructure plans into spending. What the official data show, and how the ECB itself sees the risks.

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Explainers

Costs

What the TER includes

What the total expense ratio covers, what it leaves out, and how costs add up over a holding period.

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