Insight from our experts

The ECB decided last week to lower the pace of its bond purchases via the PEPP. What are we expecting at the next meetings and what are the investment implications?

Did you know that the cultural sector employs more than the car industries of Europe, Japan and the US combined? Listen to John Plassard’s Weekly Insights to get a glimpse of how exactly culture impacts the well-being of our society.

This week, John Plassard takes a deeper look at the American market, and more particularly at how the American unemployment crisis is shaping it. Listen to his Weekly Insights to know more.

Catherine Reichlin today focuses on a credit market that is not enjoying the same positive trends as other credit markets: the Chinese high yield. Why does it suffer such a decline?

Who’s making money on branded shoes? John Plassard tells us more about this lesser known aspect of that industry.

This week, Catherine Reichlin takes us for a tour of Latin America, detailing the various reasons for the overall concerning situation.

In spite of facing major headwinds, the luxury sector still holds investment opportunities. But which ones? John Plassard tells you more in his Weekly Insights!

The central bank of Russia has recently become the focus of all foreign investors' attention. Why is Russian debt suddenly so attractive? Our expert Catherine Reichlin has made it the subject of her Bond Moment.

John Plassard is back and invites us to dive directly into the special circumstances that surround the 2021 Jackson Hole meeting, which will be held next week. What do investors expect? Where could surprises arise?

In this week’s Macro and Strategy Update, Gero Jung invites us to take a look at the world economy and analyses how different economic recovery patterns may impact investment behaviors.

Catherine Reichlin today looks at the inflationary situation in Turkey, whose central bank is in a particularly uncomfortable position. Will it fight inflation or give in to Mr Erdogan's pressure to lower interest rates?

Just when we thought the smartphone market had already reached its peak… Well it appears that this investment theme could still have more wind in its tail…

Oil prices have risen tremendously since the beginning of 2021 and almost 10% in June alone. What are the possible reasons and the investment opportunities of such a configuration?

While several central banks are considering scaling back measures supporting the economy, the ECB goes against the tide. What does that mean for bond markets? Listen to Catherine Reichlin's Bond Moment for more information on the situation.

Cybercrime is the biggest threat towards businesses. What are the costs linked to this malicious activity and what are the future trends? Listen to John Plassard’s analysis on this sadly trending topic.

The USD strongly reacted to recent events. So what is our positioning on the US dollar after the last FOMC and ECB meetings?

China, known as the most polluting nation, has the ambition to become carbon neutral by 2060. This goal requires huge financial needs, which take the form of green bonds. But are they genuinely "green"?

Water is so present in our everyday life that we usually forget that it is a precious and limited resource. Investors could play a key role in fighting water scarcity, but how concretely? Listen to our expert John Plassard for smart and responsible investment insights!

In this Weekly Macro and Strategy Update, Gero Jung tackles two important questions: is the Middle Empire becoming an inflation exporter? What factors could possibly explain this phenomenon?

Chinese credit markets have the best year to date performance, so what shadow is currently looming over them? Catherine Reichlin takes us to the Middle Kingdom and demonstrates that the domino effect is not only confined to the political sphere!