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March 21, 2023
The Curious Incident of Credit Suisse AT1
Why a policy mistake should not spell doom for the asset class Download Following a week of market turmoil and...
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March 13, 2023
GLOBAL CREDIT BULLETS | Monday, 13 March 2023
Silicon Valley Bank – One bad apple doesn’t spoil the bunchOn Friday, Silicon Valley Bank (‘SVB’), a Californian bank capitalizing...
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March 10, 2023
One bad apple doesn’t spoil the bunch
Download On March 10th 2023, Silicon Valley Bank (‘SVB’) was taken over by the FDIC, following a wave of deposit...
Lesen Sie weiterMarch 7, 2023
February 2023
Economic and investment highlights Economic, politics and markets
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What I learnt in my two weeks in Asia
Within Asia, the resilience of Europe was underestimated, and capital is now being redeployed in European assets, which is a...
Lesen Sie weiterMarch 6, 2023
GLOBAL CREDIT BULLETS | Monday, 6 March 2023
ECB – Next stop 4%Last week’s Eurozone CPI prints surprised to the upside and led markets to price in a...
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March 2, 2023
Portfolio positioning amidst higher rates and receding recession fears
2022 was a year of significant events that were very challenging for investors, all happening within a relatively short period...
Lesen Sie weiterFebruary 27, 2023
GLOBAL CREDIT BULLETS | Monday, 27 February 2023
Ukraine – Next escalation step ahead with spring offensiveIt has been one year since Russia invaded Ukraine, and an end...
Lesen Sie weiterFebruary 24, 2023
The Green Leaf | Green Policy Rush
Download Recent approvals of government funds accelerating the green transition seem to be good news. The most prominent developed and...
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February 22, 2023
Financials: one of the few sectors with expanding profits
Banks lost half of their revenue from interest and now these revenues are expected to go up by 20 to...
Lesen Sie weiterFebruary 20, 2023
GLOBAL CREDIT BULLETS | Monday, 20 February 2023
US – Hawkish momentum continuesA week of hawkish data in the US led markets to continue fading rate-cut expectations, while...
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February 15, 2023
Inflation, rates and why financials are in the sweet spot
Inflation peaked de facto over the last months of 2022. So, what do we think will happen throughout the rest...
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