Reports are admitted only from public, source-verifiable pages. How Tlines structures a report, grouped by asset, publishing institution or topic below.
State Street Investment Management's report demonstrates its capabilities in delivering customized sustainable fixed income solutions for institutional investors, highlighting four case studies that showcase climate-themed strategies with carbon reduction…
State Street Investment Management highlights its sustainable fixed income capabilities through four case studies, emphasizing flexible Custom Portfolio Solutions and custom third-party index strategies that integrate climate objectives, such as carbon…
Intesa Sanpaolo's calendar preview for the week of September 7-11, 2026, highlights key economic data releases and events, including a forecast for the ECB to raise its deposit rate by 25 basis points to 2.50%.
For August 2026, OCBC Research observes that Asian and US high-yield (HY) credit outperformed investment-grade (IG), driven by resilient fundamentals, low defaults, and spread compression. Record US IG issuance and elevated volatility at the long end of the…
Deutsche Bank (Schweiz) AG manages the Active Asset Allocation (A3) (Plus) mandate with ESG criteria, using MSCI positive lists, minimum ESG ratings, and exclusion screens, while not pursuing sustainable investments.
The report describes the ESG integration approach for the Equity Portfolio managed by Deutsche Bank (Schweiz) AG, focusing on environmental and social characteristics without pursuing sustainable investment objectives. It outlines minimum MSCI ESG rating…
Deutsche Bank (Schweiz) AG's DB SAA (Plus) strategy integrates ESG criteria into financial portfolio management, promoting environmental and social features without aiming for sustainable investments. The strategy uses MSCI ESG ratings and exclusion criteria,…
European car stocks appear cheap, but this reflects concerns about future margins amid intensifying competition from Chinese carmakers. Volkswagen's restructuring underscores the industry's challenge of balancing cost cuts with heavy investment in future…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 CZECH REPUBLIC HUNGARY CEE & CCA week ahead: Central bank decisions and inflation data in focus Poland and Turkey will announce monetary policy decisions next week,…
China is expanding manufacturing investment in Egypt's Suez Canal Economic Zone despite reduced canal traffic, using the location to bypass chokepoints and tariffs while gaining preferential market access to Europe and Africa.
Dipan Patel, co-CEO of Permira, joins Goldman Sachs Exchanges: Great Investors to discuss how Permira’s sector-specialized investment approach and private partnership structure differs from firms which have grown through platform scale and breadth. He also…
Natixis assesses Asian currencies using PPP and BEER models, finding JPY, KRW, IDR, INR undervalued and AUD overvalued. It highlights policy-driven misalignments and potential corrections.
State Street Investment Management outlines its approach to helping institutional investors integrate sustainability requirements across fixed income and broader portfolios. The firm emphasizes that data sources, metrics, and thresholds are tailored to each…
The Charles Schwab podcast discusses the implications of Fed Chair Kevin Warsh's unexpectedly hawkish speech at Jackson Hole, suggesting a higher likelihood of another rate hike due to persistent inflation. It emphasizes that the speed and purpose of rate…
Nomura discusses opportunities in a world reshaped by geopolitics, AI, and market shifts. Key themes include the geopolitical reversion to historical norms, investment opportunities in critical materials like rare earths amid supply disruptions, the evolution…
Saxo Bank warns that Europe enters winter 2026/27 with the thinnest gas storage buffer in 15 years (EU ~66% full, Germany just above 50%), compounded by Qatari LNG disruptions that have removed ~20% of global LNG supply. The bank identifies the combination of…
Article | 4 September 2026 1 THINK Economic and financial analysis Article | 4 September 2026 FX FX Daily: 50/50 Fed call keeps risk assets in demand Some surprisingly dovish remarks from the Fed s Christopher Waller yesterday sent US yields and…
Westpac's national accounts analysis for Q2 2026 highlights that the data can be interpreted hawkishly or dovishly, but emphasizes the importance of considering all signals, including the labour market, which is showing signs of easing and spare capacity. The…
Westpac notes the Australian dollar ended the week strong near 0.72 despite robust US jobs data, as Fed Governor Waller's less hawkish tone and other factors supported AUD. Key events ahead include US inflation data which may influence Fed's September rate…
Saxo Bank's Market Quick Take highlights a dovish pivot by Fed Governor Waller, reducing September rate hike odds and triggering equity, bond, and gold rallies. Key focus shifts to US jobs data and August CPI. Geopolitical tensions and BOE hawkishness are…