Is the 60/40 framework structurally weakened? In our latest
Warsh Nominated as Fed Chair – Flash
Departement Recherche2026-02-19T10:31:47+01:00In our latest flash report, we assess the implications
Gold & Precious Metals – Flash
Departement Recherche2026-02-12T09:44:54+01:00Gold has experienced significant volatility after an exceptionally strong
Glencore Update – Flash
Departement Recherche2026-02-10T09:37:43+01:00In this flash report, we revisit Glencore following the
Stablecoins – Flash
Departement Recherche2026-02-04T10:43:13+01:00Stablecoins are no longer just a crypto-market tool. With
EU Banks Capital – Flash
Departement Recherche2026-01-29T09:48:07+01:00The ECB’s simplification agenda has brought AT1 capital back
IMF WEO – January 2026 – Flash
Departement Recherche2026-01-27T09:48:03+01:00The IMF's January 2026 World Economic Outlook points to
US Banks – Flash
Departement Recherche2026-01-21T15:49:17+01:00In this flash report, we assess the outlook for
Bayer AG – Follow Up – Flash
Departement Recherche2026-01-20T09:59:57+01:00This follow-up flash on Bayer AG focuses on recent
Bayer AG
Departement Recherche2026-01-15T10:12:45+01:00We are pleased to introduce a new investment case
