All into Account: “Comparing US and Europe High Yield and Leveraged Credit” with Daniel Lamy, Head of Europe Credit Strategy, and Nelson Jantzen, Head of US High Yield and Leveraged Loan Strategy

All into Account: Technical Strategy – Weak risky market seasonality sets markets up for a test of critical support

PODCAST - Beyond the Surface: Indian Equity Market – Resilience and cautious optimism

All into Account: Technical Strategy – Sharp risk-off seems to be more position-driven and technical than fundamental at this point

Equity Strategy: July Chartbook

Equity Strategy: When will Eurozone equities be able to move on?

All into Account: ‘French Elections update and the view on European Rates,’ with Raphael Brun-Aguerre, European Economist and Aditya Chordia, European Rates Strategist

Equity Strategy: Will the more Defensive sector performance, seen so far in Q2, have legs?

Equity Strategy: UK elections – we favour FTSE250 over FTSE100, also homebuilders and domestic plays

All into Account: ‘View on Japan ahead of BoJ’ with Ayako Fujita, Chief Japan Economist and Takafumi Yamawaki, Chief Japan Rates Strategist

Equity Strategy: June Chartbook - Sticky inflation and moderating growth are not a great combination; Keep up Defensive rotation, seen so far in Q2, together with Commodities

All into Account: ‘US Credit: latest views on HG & HY’ with Eric Beinstein, Head of US Credit Strategy and Nelson Jantzen, Head of US High Yield and Leveraged Loan Strategy

Equity Strategy: Sector and Style leadership ahead of rate cuts

Equity Strategy - Earnings trends are showing a rotation in certain areas

Equity Strategy - Better China trading could have some more to go; implications for regional/sector trades

All into Account: ‘Decoupling or not decoupling: outlook on Euro rates’ with Fabio Bassi, Head of International Rates Strategy

Key Macro Takeaways from the 2024 IMF/World Bank Spring Meetings

Equity Strategy: May Chartbook - Entering seasonally tricky time of the year, on top of a challenging combination of inflation at risk of staying too high and profit margin pressures

Equity Strategy: Eurozone delivering on an improving risk-reward; Sector/style trading around the first ECB cut

All into Account: ‘Rates vol views amid increased policy uncertainty’ with Ipek Ozil, US Interest Rate Derivatives Strategist