Fiorino: Elementary
Solving the eurozone bank mystery
Not all banking partnerships are created equal
In a recent webinar with IPE, Patrick Marshall, Head of Direct Lending, and Kevin Roche, Director, outlined our differentiated approach to bank partnerships, as well as the pros and cons that different partnerships can provide. Watch the highlights below: Read More Watch now Listen now Read More Watch now Listen now Read More Watch now […]
European stocks soar on Ukraine peace hopes
Market snapshot
Aktienausblick 2025: Globale Emerging Markets
Beflügelt von Megatrends
Italian banks in focus: Key takeaways from our engagement trip to Milan
The Corporate Sustainability Reporting Directive (CSRD) – is it fit-for-purpose? Companies are racing to finalise their first CSRD-aligned disclosures. However, issuers across several sectors have told us that compliance is neither easy nor cheap; it requires significant upfront costs to establish the necessary IT systems, hire dedicated full-time equivalents (FTEs), and achieve a cultural shift […]
US-SMID-Ausblick: Auf dem Weg nach oben
Deutsches Transkript Warum glauben Sie, dass jetzt der richtige Zeitpunkt für US-SMID-Aktien ist? Wir glauben, dass jetzt ein wirklich guter Zeitpunkt ist, um in kleinere und mittelgroße US-Aktien zu investieren. Nicht nur die relative Bewertung ist im Vergleich zu den Large-Caps günstig, sondern wir erwarten auch ein höheres Gewinnwachstum in den nächsten Jahren. Die US-Wirtschaft […]
Asien ex Japan: Südkorea, Reformen und China
Gilt trip
The term ‚bond vigilante‘ has been tossed about lately, as fears arise about the sustainability of government debt burdens. The UK, in particular, has been on the receiving end of these narratives. Bond vigilantes are hard to distinguish from normal bond investors who are simply reacting to traditional economic cycles or allocation needs. So, what […]
Schwellenmärkte beschleunigen fiskalpolitische Verbesserungen
EMD-Bericht Q1 2025
Asien ex Japan: Eine Verschiebung der Momentum-Dynamik?
Brief an Investoren
