10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.
21/04/2022 Economy & Markets The energy crisis heightens inflation fears - Strategies to ... The presentation provides insights into how the current war/energy crisis is exacerbating the already high inflation. The material also details what strategies...
20/04/2022 Economy & Markets The inflation psychology is kicking in Understanding the dynamics of inflation and how the psychology of inflation can make it more permanent than expected
15/04/2022 Economy & Markets ECB strikes a somewhat dovish tone, despite inflation remain... We expect QE to end in Q3, as announced, followed by rate normalisation, which is likely to lift rates out of negative territory over the next few months,...
6/04/2022 Geopolitics Shifts & Narratives #16 - Investing in a fragmented world One key aspect of the regime shift is the fall of globalization trend. In the piece we address the impact of de-globalization on investors, and in particular...
5/04/2022 Geopolitics US economy and markets look resilient regarding the Russia-U... Update on Ukranian crisis focusing on US economy and investment implications
5/04/2022 Economy & Markets Will the Fed manage to restore price stability without a rec... The Fed is determined to hike rates rapidly. In the short-term the US economy will be supported by the many cushions present in the economy, as a result...