14/03/2025 Cross Asset Research Cross Asset Investment Strategy - March 2025 Find the latest edition of our monthly publication, focusing on the evolving European political landscape and Eurozone markets.
14/03/2025 Scenarios, risks and macroeconomic forecasts - March 2025 "Scenarios, Risks and Macroeconomic Forecasts - March 2025" examines critical economic scenarios and associated risks impacting market dynamics.
14/03/2025 Economy & Markets A step forward for Europe "A Step Forward for Europe" analyzes Germany's role in boosting Eurozone growth amid challenges like US tariffs and rising defense spending.
12/03/2025 Portfolio Allocation Rethinking the Stock-Bond Correlation The article analyzes the changing correlation between stocks and bonds, highlighting the shift from negative to positive post-COVID-19 and its implications...
11/03/2025 Investment Views Tariffs and European news fuel volatility In this Investment Talks, we explore recent moves in financial markets and possible explanations, alongside our expectations and investment implications.
12/03/2025 Podcasts Outerblue Talks Research - US fixed income - Early pain, lat... The podcast discusses the impact of recent US economic policies on the bond market, highlighting current challenges and potential future gains for investors.
11/03/2025 Sustainable Finance Introduction to Biodiversity Risk and Finance This repot provides the basics of biodiversity for students and professionals and the key challenges of biodiversity investing.
10/03/2025 Asset Pricing & Behavioural Finance Women and Investment The article examines gender differences in investment behavior, including risk aversion and socially responsible investing, and discusses how fintech...
10/03/2025 Germany’s historic step to raise spending The article covers Germany's plan to increase defense and infrastructure spending by up to €1 trillion, highlighting its positive impact on market sentiment...
7/03/2025 Economy & Markets Locked ‘n’ loaded and ready to fire: first take on China’s N... After months of anticipation, Beijing has revealed how it plans to keep the Chinese economy steady – growing at around 5% – in a challenging and uncertain...