Capital Markets Monthly: Monetary tsunami
The Bank of Japan’s monetary policy is like a monetary tsunami: pouring liquidity into the system, which, like communicating vessels, is felt on all financial markets. The objective is clear: the reflation not only of the Japanese economy.
The Three Pillars of the US Housing Recovery
For years an albatross around the neck of the US economy, America's housing market is taking flight. Increasingly, evidence suggests that a sustained recovery should support employment, investment and overall GDP growth. Read more in our latest publication on the recovery of the US Housing Market.
ESG Matters, Issue 5, April 2013
Global Strategic Outlook, Q2 2013
Insights: April 2013
According to our Global CIO Andreas Utermann, for 2013, we expect the global economy will continue its slow recovery with the support of ample liquidity.
Things tend to turn out differently than expected
A year ago, the market’s reactions to recent (political) developments in Europe would probably have been quite different. While failed bail-out attempts of Cyprus did not lead to a free fall in prices last month, there was no major exuberance either after the successful rescue of the country. Why? Read more in our new Capital Market Monthly.
Focus: Cyprus
In recent times, the attention of Eurozone market observers has increasingly focused on Cyprus, despite the small size of its economy. We continue our look at the current situation and at planned measures in Cyprus in light of the rescue package aimed at ensuring the country’s debt sustainability.
Update magazine - March 2013:
A quarterly magazine for institutional clients. Among various topics in this issue we focus on: Dividend strategies in times of financial repression, Sustainable investing and infrastructure debt.
Our risk premiums in the Euro-zone "fair"?
The Evolution of High-Yield Bonds into a Vital Asset Class
If history writes the future…
The Chinese Renminbi – The New Global Currency?
RORRO
Real Return On
Global Strategic Outlook, Q1 2013
"Happy New Easing", January 2013
Germany - The Driving Force Behind The Eurozone
ESG Matters, Issue 4, November 2012
