Opinion
Opinion,
December 2018
Rates going up...maybe not so fast
When examining the fixed income market outlook within the Euro zone, inevitably the discussion turns to Italy, and what the potential ramifications of this ongoing budget saga will be.
Opinion,
December 2018
Market outlook 2019
We believe that fears of a global slowdown are overdone, even though we are clearly past the peak in growth. Investor sentiment remains fragile and volatility high as fears about growth and political headlines keep markets on the back-foot. Yields have fallen on market woes, (...)
Opinion,
November 2018
Financial Innovation: US banks steal a lead on European, Asian peers
In recent years, technological developments, new regulations and the rise of digital savvy millennials have combined to form an irreversible trend towards innovation in the global financial sector.
News,
November 2018
The S&P 500 tanked twice this year by some 10%. Neither nice nor historically unusual.
Dropping twice by some 10%, as the index has this year, might seem more exceptional. But it is not that uncommon, too, when looking back in history: at least two declines by 10% or more within one year have occurred seven times since (...)
Opinion,
November 2018
A Tulip for London
We suspect the architects behind “the Tulip” are giving a nod to the famous European Tulip Mania of 1637. Even if the building is never completed, there may be no more fitting end to such a long trend toward positive social mood in the (...)
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