April 25, 2022
GLOBAL CREDIT BULLETS | Monday, 25th April 2022
France elections – Tail risks removed. The second round of French Presidential elections ended with a comfortable win by Macron....
Lesen Sie weiterInsights
All
ESG & Policy Research
Monthly Commentaries
The Algebris Bullet
The Green Leaf
Market Views
Green Transition Fund
Podcasts & Videos
April 22, 2022
Is a Recession Coming? What Economic and Financial Market Data Are Telling Us Respectively
With the Russia-Ukraine war triggering a commodity price shock and the Fed on a hawkish tightening path to tame inflation,...
Lesen Sie weiterApril 19, 2022
GLOBAL CREDIT BULLETS | Tuesday, 19th April 2022
ECB – Behind the curve.The ECB meeting last Thursday came out more dovish than expected. Updates on the policy front...
Lesen Sie weiterApril 15, 2022
Rouble Trouble: why the new Russian gas payment scheme matters.
In a Decree signed on March 31st, Russia’s president Putin ordered that payment for the supply of Russian gas to...
Lesen Sie weiterApril 12, 2022
The Algebris Bullet | Wartime Economics
Download It’s a victory when the weapons fall silent and people speak up. Volodymyr Zelensky In history, wars have been...
Lesen Sie weiterMarch 2022
Economic and investment highlights Economic, politics and markets Risk-off in response to Russia’s invasion of Ukraine quickly gave way to...
Lesen Sie weiterApril 11, 2022
GLOBAL CREDIT BULLETS | Monday, 11th April 2022
French elections – Macron “en marche”, but not over yet.The first round of French Presidential elections leads to a result...
Lesen Sie weiterApril 4, 2022
GLOBAL CREDIT BULLETS | Monday, 4th April 2022
Europe – Rates to Rise Further.Inflation data last week in Europe remained strong, strengthening the case for policy normalization. Germany...
Lesen Sie weiterMarch 28, 2022
GLOBAL CREDIT BULLETS | Monday, 28th March 2022
Mind the gas.As the war lasts more than broadly anticipated, risks around gas supplies for Europe increase. Economic and financial...
Lesen Sie weiterMarch 25, 2022
War and Grains: Impact of Ukraine-Russia conflict on food security and prices.
Russia’s invasion of Ukraine has significantly increased the uncertainty of global agricultural supply and trade in the short to medium-term....
Lesen Sie weiterUkraine conflict: thoughts on Russian gas and the wider impact of sanctions
Russia’s invasion of Ukraine raises important questions about whether or not financial and economic sanctions can work as intended. The...
Lesen Sie weiterMarch 24, 2022
Investors’ Corner | Thursday, 24th March 2022
Hands-up anyone who made substantial changes to their investment portfolio in the last 3 months. While this is clearly tongue-in-cheek,...
Lesen Sie weiter