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Insights

Fixed income outlook: Rising recession risk; unchanged strategy
Fixed income outlook: Rising recession risk; unchanged strategy
It seems a lot has changed in one quarter.
03-10-2019 | Quarterly outlook
Central bank watcher: to infinity and beyond
Central bank watcher: to infinity and beyond
Central banks are delivering on their easing promises, with the ECB having announced open-ended QE.
13-09-2019 | Insight
Negative yields are becoming the new normal
Negative yields are becoming the new normal
The ECB has adopted a long-term negative interest rate policy.
06-08-2019 | Insight
Easing does it
Easing does it
Market expectations for central bank policy rates have come down substantially, following continued weakness in global economic conditions and the rift in the trade talks between the US and China.
10-06-2019 | Insight
UK hotel runs on battery power
UK hotel runs on battery power
A battery the size of a delivery truck is being used to power a UK hotel, cutting its carbon footprint while saving money.
21-01-2019 | Stunning statistics
Merkeldämmerung
Merkeldämmerung
The twilight of the Merkel era (playfully referred to in German as Merkeldämmerung) could be added to the list of political risks for the Eurozone in 2019.
11-12-2018 | Insight
The return of Term Premium
The return of Term Premium
Despite all the focus on the inflation outlook and ongoing Fed hikes, the recent sell-off in US Treasuries was actually driven to a large extent by a reawaking of the term premium.
19-11-2018 | Insight
A first step towards normalization
A first step towards normalization
The European Central Bank is ready to raise interest rates for the first time since Draghi took office.
11-11-2018 | Insight
Excessive
Excessive
It looks unlikely that Italy’s new populist government will seek confrontation with Brussels about its budget for 2019 after all.
26-09-2018 | Column
Watch your Term Premium!
Watch your Term Premium!
It crops up as a topic of discussion every now and again: the ‘term premium’.
09-04-2018 | Insight
The battle for Frankfurt
The battle for Frankfurt
Spain is back.
27-03-2018 | Column
Credit outlook: risk management is key
Credit outlook: risk management is key
The 2018 outlook on credits is cautious.
23-01-2018 | Video
The future of the euro: to integrate or disintegrate?
The future of the euro: to integrate or disintegrate?
The euro’s future may better lie with further integration rather than disintegration, our five-year outlook believes.
19-09-2017 | 5-Year outlook
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