Top Stories
RC-2023.03-Deutsche-Bank-Slider
Investment Talks 27.03.2023 Market nervous on Deutsche Bank, but fundamentals of European banks are solid
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Read it to get our latest views on the European bankig sector, recent market volatility and implications for investors.

More 5 to 10 minutes
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RC-2023.03-Fed-delivers-a-dovih-hike-Slider
Investment Talks 23.03.2023 Fed delivers a dovish hike: a rate cycle peak may be close
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Inflation remains the Fed's main concern. We remain cautious and anticipate market volatility, given the central bank continues to be data dependent.

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Investment Talks 21.03.2023 A global assessment of the implications of recent banking sector developments
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Assessment of the recent developments related to the banks turmoil and their impact on the economic outlook, central banks, credit, equity banking sectors, Emerging Markets and overall cross asset investment stance.

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Investment Talks 20.03.2023 France: The pension reform puts politics under strain, but major instability unlikely
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Assessment of the recent developments in France regarding the pension reform approval and the possible scenarios ahead with implications on French equities and bonds.

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Investment Talks 17.03.2023 ECB increases rates: the job on inflation is not done yet, but expect a softer path
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Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.

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Investment Talks 16.03.2023 European banking sector set to withstand Credit Suisse fragility
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Assessment of the recent developments regarding Credit Suisse with views on the European banking sector.

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RC-2023.03-SVB-Slider
Investment Talks 14.03.2023 No systemic risk from SVB failure, but watch out for areas of vulnerability
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Assessment of the SVB failure and its effects on the banking sector, the financial system and possible impact on central banks policy.

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RC-2023.03-Crypto-Crunch-Slider
Thematic Paper 2.03.2023 Crypto crunch: what’s next?
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Cryptocurrencies have had a good start to 2023.The asset class is still in its infancy and prone to extreme volatility, but the real challenge is that the underlying blockchain technologies will soon need to cease being merely 'promising' and start delivering large-scale key services to the real economy.

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RC-2023.02-A-year-of-war-in-Ukraine-Slider
Thematic Paper 20.02.2023 A year of war in Ukraine: accelerating the energy transition and fragmentation
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The war in Ukraine has had a marked impact on the global economy, redrawing national and international priorities. Investors need agility to cope with increased fragmentation and a faster green transition.

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