15/12/2025 Fed cuts, keeps a balanced tone With its recent rate cut decision, the Fed has lowered its benchmark rate for a total of 75bp this year.
1/12/2025 UK budget aims for a balance UK budget projects less debt issuance in the near term (vs. market expectations), explaining the calm reaction in bond yields.
15/10/2025 ESG Thema ESG Thema #21 - From access to empowerment: how financial in... This paper clarifys why investors must support financial inclusion: it enhances provider profits, reduces inequality, and calls for strong policies to...
4/06/2025 Portfolio Allocation A Framework for Structuring a Blended Finance Fund This paper aims provides a comprehensive framework for structuring blended finance funds.
27/03/2025 Insurance Swap spreads: analysis, challenges and outlook How can we interpret the growing volatility of swap spreads and their structural distortions? Discover key factors and future trends.
7/04/2023 Economy & Markets Potential Opportunities in the US Banking Sector The Talks elaborates on why the recent crisis in the banking sector is not a systemic one, and that there are select opportunities among banks.
27/03/2023 Economy & Markets Market nervous on Deutsche Bank, but fundamentals of Europea... Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.
