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11 November 2026
Aktien
Client Portfolio Manager
Global Head of Japanese Equities
Zu bedeutend für eine Beimischung: Warum Japan eine eigenständige Aktienallokation verdient
Über Jahrzehnte war die japanische Unternehmenslandschaft von Stagnation geprägt: geringes Wachstum, fest verankerte Führungsteams und ungenutztes Kapital in den Bilanzen.
11 November 2026
Festverzinsliche Anlagen
Senior Client Portfolio Manager, Fixed Income
Navigating the rate repricing: European short-term high yield
With inflation sticky, interest rates rising and volatility elevated, investors could consider short-term European high yield in order to stay invested while reducing exposure to duration risk.
10 November 2026
Festverzinsliche Anlagen
In Credit Weekly Snapshot – Roller coaster
Oil prices have had a wild ride so far this year, and bonds have tracked every move. A lasting settlement in the Middle East could see yields move lower.