Investment Research & Insights

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A key focus of 2020 will, we think, be ‘green spending’. It is set to move to… Read more
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The discontinuation of the Swiss franc/euro minimum exchange rate policy by the… Read more
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20 Dec 2019  |  

2020 Outlook

Each December, we review the Outlook we presented a year earlier. In 2019 our… Read more
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10 Dec 2019  |  

Can Swiss rates go much lower?

The Swiss National Bank (SNB) needs to maintain its interest rate differential… Read more
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The ECB’s inflation target – or, to be more precise, definition of price… Read more
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06 Dec 2019  |  

The UK general election

Against the backdrop of Brexit, the upcoming general election is a defining… Read more
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Despite low commodity prices and slow global trade taking their toll on the… Read more
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Financial markets, on the surface, have been calm for much of 2019. Global… Read more
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27 Sep 2019  |  

Portugal is back

Portugal is back. Eight years after being forced to ask for financial assistance… Read more
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The next SNB meeting is much anticipated. While many commentators expect that… Read more
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Much attention has been paid to the recent inversion of the US term structure as… Read more
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There is much focus on the ECB meeting on September 12. While many commentators… Read more
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