Europe
ZEW Slumps In July…
EUR/USD: To Parity And Beyond…
Executive Summary Don’t Try Catching Falling Euros
Don"t Try Catching Falling Euros…
Executive Summary Caught In Risk-Off Selling
Copper Testing Support…
Executive Summary Our recommended model bond portfolio outperformed its custom benchmark index by +24bps in Q2/2022, improving the year-to-date outperformance to a solid +72bps. The Q2 outperformance came entirely from the credit side of the portfolio (+…
Executive Summary Buying a home is now more expensive than renting in many parts of the world. In the US and UK, disappearing homebuyers combined with a flood of home-sellers will weigh on home prices over the next 6-12 months. Falling employment and…
Will EUR/USD Break Parity…
Is The Discount Embedded In European Asset Prices Large Enough…
Executive Summary China: GeoRisk Indicator
China: GeoRisk Indicator…
In this <i>Strategy Outlook</i>, we present the major investment themes and views we see playing out for the rest of the year and beyond.