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Elections to the European Parliament are getting close. A quick overview on how they work and why it matters, even if the immediate market impact is likely to be limited.
By: David Bianco
Surging AI capex: Macro implications of its size and return on investment?
Debt brake is increasingly being called into question
By: Christian Scherrmann
Why the Fed will cut rates – sooner or maybe later.
By: Matthias Schuckardt, Marco Kleweken, Artur Stoll, Jason Chen
A simplified approach applied to a sample balance sheet of an average European Life-Insurer
By: Björn Jesch
Our monthly market analysis and positioning
A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.
By: Robert Bush
So, is it fair to say that ETFs are typically thought of as passive for good reason?
By: Jason Chen, James Kole
How the price and yield relationship is impacted for issuer callable bonds
Sustainable bonds have become an integral part of the global investment universe. In addition to the chance to diversify they might also offer investors the opportunity to outperform.
Lower inflation gives Europe’s monetary authorities room to cut
By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger, Annekathrin Mueller-Lohmann
Whitepaper #2: How nature affects the bottom line
By: Siena Golan, Murray Birt
European developments create cross-asset class investment opportunities
Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.
German manufacturing is not doing as badly as it may seem
