2021-03-CA-thematic 2 slider
Monthly Cross Asset 3.03.2021 Credit spreads vs bond yields in the current cycle

The move in rates is just one factor of the macro backdrop that can drive spread trends, but one that worked quite well in past cycles and therefore worth focusing on in the current recovery phase.

More 5 to 10 minutes
  • 262
Monthly Cross Asset 2.02.2021 Taper or not taper: a key issue for markets

The Fed is committed to maintaining very accommodative monetary conditions

More 5 to 10 minutes
  • 43
Investment Talks 27.02.2020 When the view is getting blurry, stick to main convictions

The further spreading of the coronavirus, especially in Europe, has, in the past few days, triggered a selloff in risk assets and high demand for safe assets (US dollar, Treasuries and gold).

More < 5 minutes
  • 18

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