During the summer, we took some time to prepare
UBS – A Compromise, but Not the End of the Capital Debate
Departement Recherche2026-09-15T11:23:41+02:00UBS is back at the center of the Swiss
Nike vs Adidas – Diverging Momentum, Different Credit Stories
Departement Recherche2026-09-15T11:20:38+02:00After several client requests, we revisited Nike and Adidas
Monthly review – August 2026
Departement Recherche2026-09-15T11:34:58+02:00Discover our monthly review for August 2026. Don’t miss
Warsh at Jackson Hole – A Clearer, More Hawkish Fed
Departement Recherche2026-09-15T11:18:23+02:00In this flash report, we assess Kevin Warsh's first
Braskem / Braskem Idesa – Restructuring Advances, but Key Economics Remain Open
Departement Recherche2026-09-15T11:16:25+02:00Braskem's restructuring story has entered a new phase. In
DP World
Departement Recherche2026-09-15T11:11:19+02:00Our latest investment case looks at DP World, one
Hyperscalers Looking Beyond Headline Debt
Departement Recherche2026-09-15T11:08:23+02:00AI investment is making hyperscaler credit analysis increasingly complex,
Fed, Treasuries and the Long End
Departement Recherche2026-09-15T11:05:45+02:00The Treasury sell-off is no longer just a Fed
YPF SA
Departement Recherche2026-09-15T11:04:10+02:00YPF's credit story has changed materially. Vaca Muerta is
