House View

ECB action in focus

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?

Weekly Insights

Sin cultura, no hay futuro

¿Sabías que el sector cultural emplea más que las industrias del automóvil de Europa, Japón y Estados Unidos juntas? Escuche el Weekly Insights de John Plassard para tener una idea de cómo la cultura impacta exactamente el bienestar de nuestra sociedad.

Weekly Insights

Jobless USA

Esta semana, John Plassard da una profunda mirada al mercado norteamericano, y particularmente en cómo la crisis del desempleo estadounidense lo está influenciando. Escuche sus Perspectivas semanales para saber más al respecto.

Bond moment

A controlled skidding

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?

Weekly Insights

Catch me if you can

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

Bond moment

The LATAM landscape

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

Weekly Insights

En el regazo del lujo

A pesar de enfrentarse a grandes obstáculos, el sector del lujo aún ofrece oportunidades de inversión. ¿Pero cuáles? ¡John Plassard te cuenta más en sus Perspectivas semanales!

Bond moment

Greetings from Russia

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.

Weekly Insights

Sumergiéndonos en Jackson Hole

John Plassard está de regreso y nos invita a sumergirnos directamente en las circunstancias especiales que rodean la reunión de Jackson Hole de 2021, que se llevará a cabo la próxima semana. ¿Qué esperan los inversores? ¿Dónde podrían surgir sorpresas?

Macro Update

US monetary policy spillover: will this time be different?

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.

Bond moment

Inflation isn't the same for everyone

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?

Weekly Insights

Renacimiento de los smartphones

Justo cuando creíamos que el mercado de teléfonos inteligentes ya había alcanzado su punto máximo... Bueno, parece que este tema de inversión aún podría tener más viento de cola...

Macro Update

Oily grail

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?

Bond moment

Against the tide

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.

Weekly Insights

Ciberataques, ¿una amenaza global?

El ciber-delito es la mayor amenaza para las empresas. ¿Cuáles son los costos vinculados a esta actividad maliciosa y cuáles son las tendencias futuras? Escuche el análisis de John Plassard sobre esta lamentable tendencia.

Macro Update

USD positionning

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

Bond moment

The Great Leap Forward

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"?

Weekly Insights

Aguas turbulentas

El agua está tan presente en nuestra vida cotidiana que solemos olvidar que es un recurso precioso y limitado. Los inversores podrían jugar un papel clave en la lucha contra la escasez de agua, pero ¿Cuál es la manera correcta? Escuche a nuestro experto John Plassard para obtener información sobre inversiones inteligentes y responsables.

Macro Update

Is China becoming an inflation exporter?

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?

Bond moment

Preparing to move ahead

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!