No systemic risk from SVB failure, but watch out for areas o...
Must read articles
Understanding the 2022 outlook for real and alternative assetsMore > 10 minutes
While the fallout from the pandemic has accelerated several long-term trends, it has also given rise to some misguided expectations. The crisis has paved the way for a new economic cycle, which could be depicted by a resurgence of inflation.More > 10 minutes
US long-term yields have risen in recent months on expectations of strong economic growth fueled by fiscal stimulus. Eurozone long-term government yields have followed this movement in a limited way, as Eurozone economies have been hit hard by the Covid-19 crisis. The pandemic has increased economic fragmentation across European countries, putting pressure on the ECB to pursue its highly accommodative policy.More > 10 minutes
Private debt markets have grown rapidly since the Great Financial Crisis (GFC), with global assets under management (AuM) tripling, from $275bn in 2009 to over $850bn in 2019. The European market accounts for about a third of these assets.More > 10 minutes