01 Aug 2025 | Capital Markets - Focus

Unstoppable government debt

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

27 May 2025 | Capital Markets - Focus

The role of the US dollar in global portfolios is undergoing structural change

Within 'Focus' we comment on extraordinary market events and analyse capital market related special topics. In this issue we analyze the changing role of the US...

14 Jan 2025 | Capital Markets - Focus

Inefficient markets

Within 'Focus' we comment on extraordinary market events and analyse capital market related special topics. In this issue we explore how the boom in passive inv...

08 Nov 2024 | Capital Markets - Focus

Missing out on mid-term magic: the pitfall of short-term bonds

06 Sep 2023 | Capital Markets - Focus

The new power of the options market

03 Nov 2022 | Capital Markets - Focus

What comes after the inflation hump? Implications for investors

14 Sep 2022 | Capital Markets - Focus

The rising influence of target date funds on markets

11 Aug 2022 | Capital Markets - Focus

The industrial metals super-cycle has accelerated, not slowed down

13 Apr 2022 | Capital Markets - Focus

China enriches the portfolio

26 Oct 2021 | Fixed Income

Short-term bonds - more (value) than liquidity substitute