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Fondsmanager

Insights

17 Juli 2025

Asset Allocation update - July 2025

The consensus view in financial markets is that tariffs are on a deescalating path, but uncertainty remains high and there is a risk of complacency.
15 Juli 2025

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – July 2025

Our fixed income team provide their weekly snapshot of market events.
14 Juli 2025

Simon Morton-Grant

Client Portfolio Manager

Daisuke Nomoto

Global Head of Japanese Equities

Heitere Aussichten: Japans strukturelle Renaissance

In Japan ist gegenwärtig ein Wandel zu beobachten.