海外研报

Follow The Flow Non stop inflows despite summer lull

Demand for IG over gov’t debt persistsThe need for yield remains a key driver in fixed income space. For another week flows

GS--AI – Strategist Deep Dive

With technology being the driving force of equity returns since the end of the GFC,investors have more recently questioned concentration risk and whether AI is a

GS--Slowing growth with downside risks That is our outlook for the world's

At EASD today, Novo presented data for its oral amycretin drug (GLP-1/amylinco-agonist in a single molecule). The data for weight loss was already previously

GS--Workday Inc. (WDAY): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Workday’s CEO Carl Eschenbach as part of ourCommunacopia + Technology conference.

precision-insights-em-august-2024

We outline our latest views on emerging market (EM) single countries, updated regularly to reflect the latest macro and .

UBS--Why senior loans can deliver attractive returns amid falling interest rates

Given evidence of continued economic resilience and