13/05/2026 Cross Asset Research Cross Asset Investment Strategy - May 2026 Despite the uncertaintiy surrounding the conflict in the Middle East, the case for emerging market equities and fixed income looks strong.
3/02/2026 Podcasts Tracking the trends in a time of rupture - Global Investment... In this month's edition, discover our insights on Davos and what the rupture in international order means for policy, markets and the monetary outlook....
30/01/2026 Economy & Markets Diversification is the response to rupture Diversification is helping investors and companies navigate the rewiring of the global economy at a time of rupture in geopolitics.
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...