Corporate bonds are currently in high demand. Despite already expensive spreads, in our opinion there is no trend reversal to be feared due to a healthy environment.
Emerged as relative winners in the fixed-income segment – and we believe they can still
After a short break, the IT sector is on the rise again in 2023, not least thanks to Generative
In a challenging operating environment, selection and thorough bottom-up research remain
As prices adjust, many areas of the global real estate market are looking increasingly
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