30/09/2026 Cross Asset Research Cross Asset Investment Strategy - September 2026 The summer brought central bank policy developments and rising bond yields. Explore the implications for the USD and portfolio diversification.
30/09/2026 Fixed Income & FX The USD bear case faces a monetary-policy test This article examines how USD dynamics hinge on US fiscal sustainability, rising refinancing needs and Fed policy, showing how a weaker dollar could ease...
2/03/2026 Economy & Markets Implications of US-Israel strikes on Iran The piece discusses the ongoing war in the Middle East, our expectations and related investment implications and macro views.
9/02/2026 Market demands answers US software stocks declined about 20% YTD as on 4 Feb, due to concerns that advancement in AI would impact businesses of some companies.
2/02/2026 All eyes on the dollar The dollar’s dominance is contested with institutions diversifying reserves while the private sector's reliance on the dollar still endures.
6/01/2026 Geopolitics Implications of the US move on Venezuela US intervention in Venezuela raises new questions for oil markets and global geopolitics.
19/11/2025 Fixed Income & FX Fixed income in the new policy order As US fiscal expansion tests Fed independence, tilt to investment grade credit and European peripheral debt.