Latest publications

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.

Liquid Alternatives – Reliable Diversification

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

Unstoppable government debt

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

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

Inefficient markets

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

The new power of the options market

What comes after the inflation hump? Implications for investors

The rising influence of target date funds on markets

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