29/06/2023 Investment Views Global Investment Views - July 2023 Don’t ignore the economic weakness ahead.
26/05/2023 Investment Views Global Investment Views - June 2023 Bonds (and cash) are back on the radar screen. Read more of our monthly investment views.
24/03/2023 Investment Views Global Investment Views - April 2023 Crisis memories return in vulnerable markets
2/12/2022 Fixed Income & FX European fixed income: the difficult equation if the energy ... Beyond the impact of domestic economic variables, euro rates are determined by the energy crisis and political monetary choices.
11/07/2022 Fixed Income & FX Renminbi’s rise will not challenge dollar dominance A sharp economic slowdown seems to be looming in both Europe and the US, which would make bond markets attractive again, especially in the US. Conversely,...
3/06/2022 Fixed Income & FX JPY: Structurally weak, cyclically blessed Structural headwinds are strong for the yen, setting a fundamental background for the currency to stay weak.