10 Jul 2020
Learning to live with the virus. Economic and political outlook for 2H 2020
Three major assumptions
• No second wave of disruptive and widespread lockdowns, targeted and regional measures suffice to contain outbreaks
• Monetary, fiscal...
18 Mar 2026
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
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...
