Hunt for yield

Given the current increase in Treasury yields, we think investors can probably log in the gap between German Bunds and euro-hedged U.S. Treasury yields for quite a while.

Golden November - so far

The U.S. elections and a Covid-19 vaccine breakthrough have provoked an upheaval in capital markets. Euphoria prevails, with foreseeable pitfalls.

Still waiting for the U.S. election results.

Fiscal stimulus is likely to be more limited than under a Democratic landslide

Thinking about sector allocation in new ways

By: Petra Pflaum

Why ESG quality is such an important driver for investors and performance across companies, sectors and sub-sectors.

Learning from market turbulence

By: Joern Wasmund

In response to the economic damage, ample liquidity should continue to create opportunities, especially in corporate and higher yielding bonds.

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