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Short-term we see only a small chance of a sustainable countermove
So far, Trump’s tariff threats are mainly harming sentiment. That could change quite quickly, in ways that would be hard to undo or mitigate.
Even after the Fed's first rate cut, the momentum of cash inflows remains high
The bond market sees the convergence of Chinese and Japanese yields as a warning of potential 'Japanization' in China
By: Björn Jesch
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
By: Elke Speidel-Walz
U.S.-Chinese "phase-one deal": Ceasefire in the trade war, but nothing more. Tariffs remain much higher than they were. What's next?
By: Johannes Müller, Peter Doralt
The upcoming U.S. elections could be remembered as the most important since 1980.
By: Vincenzo Vedda
Since Trump took office, U.S. stocks have plunged – his tariff policy worries many. Now there are doubts about growth in the U.S. but hopes for higher growth in Europe. A trend reversal? Nothing is too certain.
Yields on U.K. sovereign bonds have surged to levels not seen since the Great Financial Crisis and the Sterling too is struggling
Recession looks likely to be avoided this time
The imposed tariffs by the Trump administration turned out significantly higher than initially expected
Trump trade of recent weeks looks set to continue
Alternative assets in general, and European infrastructure in particular, may help returns and diversification potential to an investor’s asset portfolio and support European Transformation.
Trade conflicts are likely to prove a defining feature of the next Trump presidency
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.
