A New Era in Global Liquidity

October 12, 2026

Liquidity provision is entering a new era. In this week's Market Matters, Julia Hermann and Sarah Hirsch explore the changing architecture of global liquidity, what this shift means for financial stability, and why investors may need to rethink liquidity management across their portfolios.

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Market Resilience Meets a Tighter Rates Environment

October 5, 2026

Global markets are adjusting to a tighter rates environment, but resilient growth and corporate fundamentals continue to support risk assets. In this episode of Market Matters, Julia Hermann and Sarah Hirsch break down what’s driving the rise in long-term yields, why rates could remain elevated even after central banks stop hiking, and what the changing backdrop means for portfolio positioning.

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