The long road to normalization

The long road to normalization

🕔14:21, 7.Nov 2022

Multi Asset Monthly: Central banks’ top priority remains the fight against inflation; nevertheless, their communication seems more balanced, indicating that expectations are also being considered. Inflation will moderate in 2023 but we are not close to a pivot. Central banks

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The longer the base, the more powerful the breakout (or breakdown)

The longer the base, the more powerful the breakout (or breakdown)

🕔12:42, 7.Nov 2022

Long-term holders are trading at a loss proportional to that of previous market cycles, suggesting that, finally, the highest-conviction participants are experiencing …

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Commercial Mortgage Lending

Commercial Mortgage Lending

🕔10:42, 7.Nov 2022

An Examination of Underwriting Metrics and Losses Through 60 Years of Economic Cycles. Commercial mortgage loans (CMLs) have become an important component of private investment portfolios over the past 30 years. Interest in commercial mortgages began growing as the sector

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Voices on 2030: Financial services reinvented

Voices on 2030: Financial services reinvented

🕔08:56, 7.Nov 2022

The ’Voices’ in this report cover many facets of financial services and beyond — from incumbents to challengers, BigTech to fintechs, policy makers to legal experts. Taken together, they create a valuable chorus of insight and expertise. Many of the

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