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Remain relatively cheap, investors stay cautious – wrongly so, as we believe
How data storage, processing and retrieval are reshaping Europe’s economic geography – and what the rest of the world can learn from the old continent’s experience.
Next week the ECB's balance sheet will shrink by over 6%. Further reduction will take place much more slowly – with uncertain consequences for the markets.
By: Björn Jesch
The relatively calm markets of the past two months should not hide a certain disorientation among investors, reflecting the great uncertainties on the economy and inflation. Dividend stocks may help investors weather economic storms.
By: Björn Jesch, Dan Robinson
An attractive alternative to investments in the public capital market?
How World Bank reforms might help attract more private sector capital, which is urgently needed to meet greenhouse gas emission targets
Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.
Brexit, Trump, Covid-19 and Putin’s war on Ukraine came as shocks. The end of globalization? Probably not
Many of Trump’s tax and spending promises made on the campaign trail will probably need to be scaled back to reflect the political, fiscal and economic realities.
Should investors in U.S. government bonds be worried about what a Trump election win would mean for their asset class? We see good reasons to expect yields to rise.
Critical technologies are being identified and promoted as deglobalization advances
By: Johannes Müller
Smart networks of mechanical and digital machines have the potential to mitigate future pandemic risks. There are plenty of stumbling blocks, however.
In our view, German covered bonds offer an attractive yield pick-up over German government bonds
By: Martin Moryson
The economic slowdown in the first half of 2020 will be unprecedented. In our core scenario, we expect a rebound in the second half.