Focus
Focus is a thematic publication that analyses an investment opportunity.
Icarus flight and lessons for todays markets
History, but also legend, teaches us to be cautious of the risks around us. [...]
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Yield curves as an investment opportunity
Since the onset of the financial crisis, the world’s largest central banks have been pursuing an expansive monetary policy on an unprecedented level. [...]
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Strong earnings momentum in Japan
The Japanese economy has marked the 60th consecutive month of economic recovery while the market stormed higher in 2017 supported by foreign investors, who re-entered aggressively in September, and th [...]
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Hunting for yield in safe grounds
Subordinated debt offers an attractive balance between risk and return, and a range of positive characteristics, namely attractive yield, IG credit quality of issuers, liquidity, and the ability to ab [...]
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Key points Investors should consider in 2018
Looking ahead in 2018, we consider the impact of Inflation and geopolitics to investments, examine the valuation level of assets and assess the risk of the market, in order to establish the key factor [...]
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US tax reform and the impact on high yield investments
A much anticipated US tax reform bill is expected to be put to a vote before the end of November. [...]
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Together we can shape the future
We are currently living in a disruptive environment: climate change, resource scarcity, new technologies, renewable energies and smart materials are redefining our world, bringing numerous new challen [...]
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Hunting for Value in the Catalan Crisis
Pro-independence parties in Catalonia held a disputed referendum for independence on October 1st and later in the month unilaterally declared independence from Spain after the contested vote - a move [...]
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