18/12/2025 Portfolio Strategy The Journey of Global Liquidity All assets are influenced by global liquidity. Liquidity flows from central banks, governments, and regulations through the economy down to markets.
15/12/2025 Cross Asset Research Cross Asset Investment Strategy - December 2025 Discover the latest edition of our monthly publication, exploring what's ahead for Germany and Europe into the new year.
15/12/2025 Economy & Markets European bonds in 2026 and beyond: strong supply, strong dem... Discover the latest edition of our monthly publication, exploring what's ahead for European bond supply in 2026 and beyond.
15/12/2025 Economy & Markets Germany: from crisis comes opportunity Despite prolonged stagnation and sectoral weakness, a large fiscal package and potential reforms may spur growth from 2026; we assess fiscal execution...
25/11/2025 Podcasts 2026 Investment Outlook - Keep it turning - Global Investmen... In this month's podcast, we take a longer view than usual, as we look at our market convictions and investment views for the next 12 months.
19/11/2025 Global Outlook 2026 Investment Outlook AI goes global, shifting alliances reshape markets, and policy choices test central banks; these evolving trends present risks and opportunities.
19/11/2025 Geopolitics ’Controlled Disorder’ with room for accidents In 2026, elevated geopolitical risk, shifting alliances, and the AI race will continue to reshape the global economy and markets.