15 Sep 2026 | Capital Markets - Ad Hoc

When will Interest Rates start weighing on the Stock Market?

Government bonds are currently in a tailspin. Meanwhile, yields on 30-year US Treasuries are trending at their highest level in nearly 20 years. But when will t...

24 Jul 2026 | Capital Markets - Focus

Reforms in Japan - Risks for the Rest of the World

Within Focus we comment on extraordinary market events and analyse capital markets related special topics.

23 Apr 2026 | Capital Markets - Focus

Liquid Alternatives – Reliable Diversification

Within Focus we comment on extraordinary market events and analyse capital markets related special topics

18 Mar 2026 | Capital Markets - Ad Hoc

Our Strategy Guide for the conflict in the Middle East

02 Mar 2026 | Capital Markets - Ad Hoc

Escalation in the Middle East

10 Nov 2025 | Capital Markets - Monitor

EM equities significantly outperform for the first time since 2017

31 Oct 2025 | Capital Markets - Horizon Handout

Horizon Handout November

27 Oct 2025 | Capital Markets - Monitor

Gold takes a breather after a strong rally – drivers for bull market intact

22 Oct 2025 | Fixed Income

Structural changes favour lower credit spreads

13 Oct 2025 | Capital Markets - Monitor

Political chaos: French government bonds ‘riskier’ than Italian ones