海外研报

What we learned at our 2024 SMID Cap Conference

Top takeaways from our virtual SMID conference (8/6-8/7)This week we hosted management of 11 SMID cap corporates for fireside video chats

There’s No Place Like Home: close-out and home repatriation of Yen-funded positions triggers global

Years of negative policy rates enticed Japanese households, pension plans, state-owned banks and the Bank of Japan itself to create what Deutsche Bank estimates as a $20 trillion carry trade0F