4/05/2026 Policy on pause The energy shock is large enough to change the policy backdrop, but it is not yet clear enough to justify an immediate response in the form of a rate...
11/02/2026 Economy & Markets What could a Warsh-led Fed mean for markets? Commodity volatility amid the Fed's new chair.
11/02/2026 Economy & Markets Gold, silver, copper, oil: forces shaping the market Commodity volatility amid the Fed's new chair.
19/12/2025 Podcasts Monetary policy resolutions for a new year - Global Investme... In this month's review of the latest developments on the global economy and in financial markets, we focus on the seismic shifts that have been happening...
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 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...