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By: Michael Lewis, Steffen Kutscher, Otar Sarishvili, Dr. Yannik Bofinger, Annekathrin Mueller-Lohmann
Whitepaper #2: How nature affects the bottom line
Debt brake is increasingly being called into question
By: Christian Scherrmann
Why the Fed will cut rates – sooner or maybe later.
By: Björn Jesch
Our monthly market analysis and positioning
A look at underlying inflation components shows a mixed picture. The U.S. Federal Reserve (Fed) is right to be patient.
By: Robert Bush
So, is it fair to say that ETFs are typically thought of as passive for good reason?
By: Jason Chen, James Kole
How the price and yield relationship is impacted for issuer callable bonds
By: Francis (Frank) J. Kelly
Congress is back to work, but what do they have left to do in 2024? And will Speaker Johnson lose his job?
Lower inflation gives Europe’s monetary authorities room to cut
By: Jason Chen, Maria Milina, Robert Bush
Assessing progress towards reaching 2030 targets is essential for Europe’s future success. It also highlights the need for more investments and further policy action.
German manufacturing is not doing as badly as it may seem
Since the financial crisis the Swiss currency has trended relentlessly higher against the euro. But recently the first signs of weakness have appeared
By: Robert Bush, Jay Joshi, Alicia Ansorg
In this paper, the first of a series of four, we will look at the relationship between dividends and inflation over the last twenty years
Strong performance of the "Magnificent Seven" has pushed value stocks into the background - wrongly so?
