Europe

2021.04-CA-Slider-Thematic-Global-Views
Monthly Cross Asset 8.04.2021 You asked, we answered
110

Our Global Views team attempts to answer some of the questions often asked by our clients.

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Insights Paper 13.01.2021 European insurers: the case for going global in the credit allocation
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In the hunt for yield, some years ago European investors started to allocate part of their credit exposure to dollar assets.

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Monthly Cross Asset 1.12.2020 Q3 2020 reporting season surprised on the positive side
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Q3 2020 reporting season surprised on the positive side

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Discussion Paper 16.11.2020 Europe, US and China tomorrow: Will it be possible to avoid geopolitic...
114

There are many pitfalls looming.

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Monthly Cross Asset 2.10.2020 You asked, we answer
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Our Global Views team attempts to answer some of the questions often asked by our clients.

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Monthly Cross Asset 3.09.2020 An earnings season better than expected but the valuation issue has no...
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There was a substantial decline in Q2 earnings but they turned out to be better than expected

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Monthly Cross Asset 3.09.2020 Back to school, back to politics?
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The macro-economic backdrop has improved, albeit at a slower pace more recently.

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Investment Talks 22.07.2020 EU agreement: a powerful answer that can lift further EU assets and ES...
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The agreement reached among EU leaders at the end of the longest European Council in history regarding a comprehensive package worth €1,824bn – including the Mu...

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Investment Talks 15.07.2020 Why USD Fixed Income may look increasingly attractive to European inve...
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US fixed income can be a valuable source of diversification for European investors, but in the past the cost of hedging of the US Dollar exposure was high, neut...

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