5/08/2026 Machine Learning & Artificial Intelligence Agentic AI for Financial Applications: A Comprehensive Surve... Language models have given rise to agentic AI. This paper analyses the full agentic stack together with its financial applications and risks.
3/08/2026 Fed on hold, markets in action The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...
31/07/2026 Equity German reforms: what do they mean for European equities? This article explains how German reforms could influence European equities through earnings revisions, ERP moves and selective winners across domestic...
31/07/2026 Economy & Markets Growing hopes for an industrial renaissance in Germany This article assesses Germany’s industrial renaissance, showing how 34 reforms, infrastructure spending and confidence effects could lift investment,...
31/07/2026 Cross Asset Research Cross Asset Investment Strategy - July - August 2026 Sweeping reforms and investment could power Germany's renewal and create new opportunities across European equities.
28/07/2026 Investment Views Global Investment Views - August 2026 This GIV elaborates on the uncertain geopolitical backdrop, the movements in energy prices, and our economic scenario and investment convictions.
27/07/2026 Refined products stay tight Prices of refined petroleum products, such as gasoline, stay elevated relative to crude oil.
23/07/2026 Real & Alternative Assets Hedge Fund Outlook H2 2026 The cycle is shifting. Beta is fading. Dispersion is rising. AI is fragmenting. Read in our Hedge Funds Outlook H2-2026 which strategies win
20/07/2026 Rotations are playing out The start of earnings season has been accompanied by greater dispersion in performance across and within sectors
13/07/2026 Tensions flare amid fragile ceasefire Tensions flared in the Strait of Hormuz as Iran attacked passing ships. The US responded with airstrikes.