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Latest Market Views

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Bitcoin in H2 2025 – From Inflows to All-Time Highs? (Opens in a new window)

July 11, 2025 | pdf

Thematic Reports
Tax cuts and trade deals (Opens in a new window)

July 4, 2025 | pdf

Weekly Market Views
USD/CHF remains under pressure (Opens in a new window)

July 4, 2025 | pdf

Market Watch
The big, beautiful US budget (Opens in a new window)

July 1, 2025 | pdf

Market Watch
Taking the initiative on our H2 themes (Opens in a new window)

June 27, 2025 | pdf

Weekly Market Views
Iran: What happens next? (Opens in a new window)

June 23, 2025 | pdf

Market Watch
Positioning for a weak dollar (Opens in a new window)

June 20, 2025 | pdf

Global Market Outlook
Three takeaways from a turbulent first half (Opens in a new window)

June 13, 2025 | pdf

Weekly Market Views
Focus on the ‘hard’ data (Opens in a new window)

June 6, 2025 | pdf

Weekly Market Views
Impact investing – Profit with purpose (Opens in a new window)

June 5, 2025 | pdf

Thematic Reports