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China doubles down on promoting the renminbi to boost market confidence, laying the foundation for accelerating its international use?
July 24, 2025
China is introducing ways to bolster yuan’s usage as confidence in the U.S. dollar falters.
multi-asset
China doubles down on promoting the renminbi to boost market confidence, laying the foundation for accelerating its international use?
multi-asset
Will US dollar strength give way to the euro?
July 01, 2025
Superior US productivity versus Europe boosted the US dollar over the last decade, but is this long-term trend about to reverse?
multi-asset
Will US dollar strength give way to the euro?
fixed income
Bonds, ETFs or CDS – in high yield, which is more resilient to liquidity shocks?
June 22, 2025
As the trade war instigates tail risk, how can a high-yield strategy better withstand market shocks without the taxing liquidity costs of exchange-traded funds?
fixed income
Bonds, ETFs or CDS – in high yield, which is more resilient to liquidity shocks?
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Pull and push: pandemic damage vs central bank policy
Floor under markets but not under the economy
Dispersion in a LUV-shaped recovery
Caution as COVID-19 clouds outlook
An inflection point for global trade and policy
The long and short of it
Assessing corporate leverage trends
Leverage matters
The opportunities in Swiss corporate bonds
What next for the Swiss economy?
