Our monthly market analysis and positioning
By: Darwei Kung
No recovery yet
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By: Hamish Mackenzie, Gianluca Minella
What the last few months taught us about winners, losers and survivors in European electricity markets.
Optimism overdone
By: Audie Apple, Kumber Husain
Covid-19 looks set to further accentuate secular private-equity trends towards add-on activity and sponsor-to-sponsor exits.
Post the oil-price inflection
The Fed's framework review – evolution toward flexibility
While U.S. stocks are back to their pre-crisis levels volatility is not. Surprisingly, stocks and volatility have been moving in tandem for weeks. Time to worry?
As an institution, the European Union is borrowing on a large scale for the first time for its reconstruction fund. This creates opportunities for security-conscious investors.
