6/10/2026 Investment Views Global Investment Views - October 2026 Rising bond yields, shifting monetary policy, and geopolitical developments are driving the macro environment and new investment opportunities.
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...
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.
8/12/2025 Japan bond yields on the rise 2Y bond yields rose to their highest level since 2008 on hopes of a rate hike by the BOJ.
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.