9/12/2024 European bonds shine ahead of ECB meeting European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
7/04/2023 Economy & Markets Potential Opportunities in the US Banking Sector The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.
24/03/2023 Investment Views Global Investment Views - April 2023 Crisis memories return in vulnerable markets
20/03/2023 Economy & Markets France: The pension reform puts politics under strain, but m... Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities...
17/03/2023 Economy & Markets ECB increases rates: the job on inflation is not done yet, b... Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.