Banking Report 2018 For some time now, the German banking market has been quite attractive thanks to a large and stable revenue pool of around €115 billion, the political stability and the good state of the overall German economy – both for German banks, but also for banks and innovativeRead More →
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 →
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