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.
20/02/2024 Economy & Markets Credit markets in focus in 2024 Discover investment opportunities in resilient credit markets of 2024, with attractive valuations in Eurozone investment grade credit and promising prospects...
7/02/2024 Investment Views Global Investment Views - February 2024 Stay ahead in finance with insights on central bank policies, global economic trends, and investment opportunities. Navigate rate cuts and market uncertainties...
15/01/2024 Jobs and inflation on market’s radar Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts. With inflation numbers,...
8/01/2024 Year-end rally turning uncertain in 2024 Resilient US growth and slowing inflation led the markets higher in 2023 but recent market movements show the challenges that lie ahead.
18/12/2023 Fed and ECB: towards rate cuts in 2024 The Fed was clearly dovish, judging from its statement, revised projections and press conference. The ECB committee was more prudent, yet still paving...
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth... Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.