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Global Investment Views 1.09.2021 Global Investment Views - September 2021

Equities have remained buoyant over the past weeks despite some challenges (China regulation, Afghanistan crisis), primarily due to the exceptional earnings seasons in the US and Europe.

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Global Investment Views 28.07.2021 Global Investment Views - August 2021

The past weeks have confirmed that phase one of the ‘great recovery’ is now behind us. We have entered a new sequence: PMIs decelerating from their peaks and concerns about the spread of the Delta Covid19 variant are features of it.

More > 10 minutes
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Insights Paper 5.03.2020 Fixed Income: Zero rates do not mean zero returns
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As we enter the 2020s, a look back over the previous decade provides a key take-away for investors: a zero-rate environment does not lead to zero performance for bond investors.

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