Ethna-AKTIV: Flexibility as a guiding principle
Senior Portfolio manager Ethna Aktiv fund e cofounder Ethenea Flexibility and active management have characterised the Ethna-AKTIV since its… »
ECB Preview—Ready For Liftoff
■ While the Euro area activity dataflow since the start of the war has been mixed, the incoming information points… »
European Daily: Speculating on an ECB Backstop
ECB officials have signalled the possibility of a new backstop tool for sovereign debt markets. We think their main objective… »
Sovereign Debt 2022: Ukraine Conflict Could Push Developed EMEA’s Commercial Borrowing Higher Than $1.6 Trillion
Key Takeaways We project that European developed sovereigns will borrow about $1.6 trillion in gross long-term commercial paper in 2022,… »
Taking stock of the energy shock
A new shock to supply We had already seen supply constraints driving high inflation over the past year, fundamentally changing… »
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