30/09/2026 Cross Asset Research Cross Asset Investment Strategy - September 2026 The summer brought central bank policy developments and rising bond yields. Explore the implications for the USD and portfolio diversification.
30/09/2026 Fixed Income & FX The USD bear case faces a monetary-policy test This article examines how USD dynamics hinge on US fiscal sustainability, rising refinancing needs and Fed policy, showing how a weaker dollar could ease...
28/09/2026 Global yields surge In US markets, after the 10- and 30- year yields, the 5-year maturity also moved above the of 5% threshold, the highest level in two decades.
21/09/2026 The Fed raises policy rates The Fed raised rates for the first time since 2023, bringing them into the 3.75% - 4% range. The decision was unanimous.
14/09/2026 Podcasts Going the distance - Market perspectives into autumn - Inves... In this episode, Swaha Pattanaik and Monica Defend focus on the sharp rise in global bond yields and the policy interventions that rattled markets over...
10/08/2026 Strong US earnings growth continues Earnings growth for Q2 2026 has been strong, with a high proportion of companies beating expectations
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...