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Liquid Insight Dutch pension funds, in 10 questions
Key takeaways• Dutch pension funds are key actors in the long-end of the EUR swaps curve, but they are also active across asset classes.
海外研报
2024年07月23日
US Weekly Kickstart
Small-caps just posted the most powerful weekly return vs. large-caps on record. Against a backdrop of extreme equity market concentration, four
海外研报
2024年07月20日
USD long-term fair value falters in Q124
The USD saw its long-term fair value fall somewhat across the board in Q124. The drop came on the back of the continuing loss of its real rate &
海外研报
2024年07月20日
What’s Top of Mind in Macro Research: Trump’s rising presidential odds, Fed cuts may soon begin,
US election: Trump’s rising oddsThe likelihood of a Trump presidency has risen further in betting markets sinceSaturday’s shocking assassination attempt, and we maintain that such an election
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2024年07月20日
Restructuring begins to bear fruit
T . JD.com currently has a c.18% market share in terms ofGMV. JD’s self-developed fulfilment and logistics infrastructure (1,300 warehouses with GFA of 23m
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2024年07月18日
Yangzijiang Shipbuilding Holdings Ltd
L . Yangzijiang is the largest and bestmanaged private shipbuilder in China with a wide economic moat to compete against Chinese and
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2024年07月18日
Quarterly beat with strong EUV bookings, with reiterated FY guidance
Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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2024年07月18日
S&P 500 2Q earnings preview: Other 493 back in the black
Macro weakened, but an EPS miss is rare. Guidance & revisions improved. We expect a typical 2% beat, smallest since 4Q22.
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2024年07月18日
Exposure to Big Tech impacted 1H results
Our US Regime Indicator (based on a three month moving average of the underlying raw indicator) continued to improve in June, but the underlying raw time series declined for a
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2024年07月18日
Week 1: 3% beat in early days
Big Banks delivered on 1Q results, all beating on EPS but not enough to lift stocks higher. Net interest income was guided flat to down, but trading and investment banking
海外研报
2024年07月18日
