The cycle lives on Asset Allocation: the cycle lives on With equities pricing in a 50% probability of an imminent recession which we view as highly unlikely and the rates market continuing to disbelieve that the Fed would go through with its planned normalization we share our asset allocation views.Read More →
Asset Allocation With equities pricing in a 50% probability of an imminent recession which we view as highly unlikely and the rates market continuing to disbelieve that the Fed would go through with its planned normalization we share our asset allocation views. Themes: Bigger and longer but still just aRead More →
A Guide to FX as an Asset Class With trillions in currencies exchanging hands every day, foreign exchange is indisputably the world’s largest and most liquid financial market. Yet in spite of its size, this report argues that it is also likely to be the least “efficient” compared to otherRead More →
Chambers of Commerce and Industry (IHKs) In doing so we can rely on the support of our partners, e.g. The Chambers of Commerce and Industry (IHKs), the Asso- ciation of German Chambers of Commerce and Industry (DIHK), Germany Trade & Invest (GTAI), the German diplo- matic missions, trade associations, andRead More →
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