18 Mar 2026 | Capital Markets - Ad Hoc

Our Strategy Guide for the conflict in the Middle East

The Iran conflict is currently the key factor driving financial markets, with news from the Persian Gulf having a direct impact on oil prices. Our ad hoc public...

02 Mar 2026 | Capital Markets - Ad Hoc

Escalation in the Middle East

In this ad-hoc update, we analyze the recent escalation in the Middle East and its potential implications for energy prices, equities, bonds, and the strategic...

10 Nov 2025 | Capital Markets - Monitor

EM equities significantly outperform for the first time since 2017

The bi-weekly Monitor gives you a structured overview of the current capital markets environment and hightlights important developments.

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

13 Oct 2025 | Capital Markets - Monitor

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

29 Sep 2025 | Capital Markets - Monitor

International equities outperform US equities in a single currency

26 Sep 2025 | Capital Markets - Horizon Handout

Horizon Handout October

19 Sep 2025 | Capital Markets - Horizon

Horizon Q4 | 2025

15 Sep 2025 | Capital Markets - Monitor

Silver still undervalued against gold despite price rally