European high yield – enough meat on the bones

Emerged as relative winners in the fixed-income segment – and we believe they can still deliver

Europe’s banks and U.S. real estate

Europe’s banks and U.S. real estate – an unhealthy relationship once again questioned by markets.

Fed and Treasury won’t come to the rescue

The Fed stuck to its inflation-fighting script yesterday, pointing to other tools available for fighting market stress. Markets didn’t really appreciate it – but it does suit our script.

Capitalizing on infrastructure opportunities

By: Björn Jesch

With inflation likely to remain sticky and unpredictable, both listed and non-listed real estate look like increasingly reasonable alternatives to other asset classes.

UBS to take over Credit Suisse

Immediate concerns alleviated, new concerns arise

Another volatile day for financial markets

Tensions that may ultimately help bring down inflation