US 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?
Sitios Latinoamérica
Departement Recherche2026-08-04T10:21:23+02:00Latin America’s mobile-data growth continues to require more towers,
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.
Colombia’s Election and Ecopetrol – Follow Up – Flash
Departement Recherche2026-06-23T10:13:33+02:00Colombia's presidential election appears to have delivered the market-friendly
Flash UK
Departement Recherche2026-06-22T09:03:41+02:00The UK is proving more resilient than expected –
Argentina Follow Up – Flash
Departement Recherche2026-06-15T09:22:38+02:00Has Argentina moved beyond stabilization and into a genuine
Bond List – Investment Cases Follow Up
Departement Recherche2026-06-09T10:50:39+02:00We are pleased to share the latest edition of
