Insights
The US headline inflation rate softened in July, though there is still uncertainty over its trajectory going forward. In this Strategy Blog, we highlight a few important observations which suggest that this may not have been another false summit.
Market Commentary
World GDP likely shrunk in Q2 2022 – for the first time since the 2020 pandemic related decrease – owing to economic downturns in China, Russia and the US. Is bad news truly good news?
Appointments
Senior hire strengthens Debt Advisory team and further expands Global Advisory business in the Americas.
Insights
In diesem Blog ordnen wir die jüngste Zinserhöhung der EZB ein, beleuchten das neue EZB-Instrument der "Outright Monetary Transactions" (OMT), analysieren was gegen eine erneute Eurokrise spricht und zeigen unsere Portfolioausrichtung auf.
Regulated information
Strong first half performance.
Insights
Despite ongoing global growth and inflation concerns, capital markets recovered in July: global equities rose significantly after hitting a low for the year in June. Global government bonds also posted strong gains.
