Market insights
Trump’s trade policy: The Chinese hold the upper hand
Thomas Fischli Rutz,
Signs of easing have emerged in the trade dispute between the United States and China. Although President Donald Trump is presenting the agreement as a triumph, it was in fact Washington that was forced to make concessions.
Read more Trump’s trade policy: The Chinese hold the upper hand
Six myths about convertible bonds and one real comeback
Ivan Nikolov,
As the stock market euphoria fizzles and global trade rhetoric takes centre stage, convertible bonds are quietly making their comeback as a top-performing, resilient asset class. In our new report, we go about debunking some of the most common myths about the CB asset class, while also presenting the current investment case.
Read more Six myths about convertible bonds and one real comeback
Trade war with the US: an opportunity for Beijing – a risk for Trump
Thomas Fischli Rutz,
Beijing is strategically seizing the moment in the ongoing trade war with the US, such as strengthening its domestic economy and courting new allies. Meanwhile, Donald Trump faces growing political pressure at home, and time may ultimately work in China’s favour.
Read more Trade war with the US: an opportunity for Beijing – a risk for Trump