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16 September 2025
Festverzinsliche Anlagen
In Credit Weekly Snapshot – Je ne regrette rien?
In Credit Weekly Snapshot – Je ne regrette rien?
Our fixed income team provide their weekly snapshot of market events.
15 September 2025
Multi-Asset
Multi asset
Weekly Perspectives: What’s going on with the US labour market?
Weekly Perspectives: What’s going on with the US labour market?
The past couple of weeks have seen a marked change in narrative around the US labour market.
15 September 2025
Aktien
The rise of the Magnificent 7: Concentration risk versus earnings power
The rise of the Magnificent 7: Concentration risk versus earnings power
Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.