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By: Robert Bush
"Any time you take a chance you better be sure the rewards are worth the risk" - Stanley Kubrick
How Italy and France appear to be switching positions when it comes to the respective riskiness of their government debt.
By: Jason Chen, Stephen Cianci
How have markets historically reacted to new Fed chairs?
It is still early days when it comes to judging the likelihood of success in Europe’s drive towards strategic autonomy. But there are potential promising trends, especially on energy infrastructure.
By: Vincenzo Vedda
Covered bonds may not only offer high security standards, but also attractive valuations.
Europe may be entering a new investment renaissance. Modernisation in defence, infrastructure, the green transition and low‑carbon tech could reshape the landscape. This could create compelling opportunities across multiple asset classes.
Although Germany’s residential construction is weak, other construction sectors, such as civil engineering and specialised construction remain robust
Not your father’s stagflation: It’s a virtual reality
By: Johannes Muller, Robert Bush
Be greedy when others are fearful, and fearful when others are greedy
Benign, for now: Our forecasts for the next 12 months
By: Michael Lewis, Steffen Kutscher
(De)carbonization stocktake, and how the clean energy transition meets the great energy expansion
Whether or not there will be a reversal in the trend depends on the development of long-term inflation and whether the Federal Reserve manages to maintain its credibility
69% capacity trails decade average as post-Russian supply model prioritizes flexibility over early stockpiling
By: Dr. Sebastian Kring
A Practitioner’s Perspective
Does the historically high gold-oil ratio once again indicate a major macro shift?
