Some of our investment ideas
Bank of Russia admits local real rates are too high
Date: 13 February, 2020
Bank of Russia delivered the expected 25bps key rate cut to 6.0%. The cut was not a huge surprise given. . . .
Indices follow their consolidation plan
Date: 6 February, 2020
Since mid-January, indices have been in consolidation mode The trigger was the coronavirus and its impact on the Chinese and. . . .
Equities. Still some time for Netflix
Date: 30 January, 2020
Netflix has released higher than expected results and international new subscribers, but guidance remains cautious with the threat of new. . . .
Currencies. Markets question the SNB credibility
Date: 23 January, 2020
It is remarkable how the CHF has strengthened since the December SNB meeting despite fading political risks. One interpretation is. . . .
Fixed income. ECB available tools ahead of policy review
Date: 16 January, 2020
The ECB is expected to run its first 2020 monetary policy meeting on January 23rd There is a widespread assumption. . . .
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