Elevated short-term rates, persistent inflation risks and an uncertain
US TIPS – Real Yield is Back
Departement Recherche2026-08-11T09:21:43+02:00US TIPS are back on our radar. Real yields
Glencore Update – Strong 1H, Copper Optionality Strengthens – Flash
Departement Recherche2026-08-07T10:42:19+02:00Glencore’s 1H26 results were ahead of expectations, but the
SpaceX – Emerging Relative Value After a Difficult Debut
Departement Recherche2026-08-06T10:13:16+02:00Has the market become too pessimistic on SpaceX credit?
Monthly review – July 2026
Departement Recherche2026-09-15T11:33:44+02:00Discover our monthly review for July 2026. Don’t miss
Sitios Latinoamérica
Departement Recherche2026-08-04T10:21:23+02:00Latin America’s mobile-data growth continues to require more towers,
Monthly review – June 2026
Departement Recherche2026-07-02T08:55:13+02:00Discover our monthly review for June 2026. Don’t miss
Bayer AG – SCOTUS Win Reduces Litigation Tail Risk – Flash
Departement Recherche2026-06-29T09:40:20+02:00The US Supreme Court ruling in Monsanto v. Durnell
Venezuela Update – Flash
Departement Recherche2026-06-26T11:13:19+02:00Venezuela’s restructuring story is entering a more realistic phase.
Strategy H2 2026
Departement Recherche2026-06-25T10:51:34+02:00We are pleased to share our latest Strategy Review
